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Charting Generational Wealth Legacy

$12,997

12 months

About

A total of 12 consecutive weekly 1 on 1 financial coaching sessions for the first 3 months; followed by 18 bi-weekly 1 on 1 financial coaching sessions

60 minutes each


Focus: Foundations for building a sustainable financial legacy for future generations.


  • Includes everything in Master Your Financial Voyage, plus:

    • Philanthropy & charitable giving strategies

    • Family financial education & communication

    • Credit Review & Tracking

    • Quarterly check-ins & ongoing support for long-term success

    • Bi-Annual Retirement Review & Net Worth Review


Ideal for: Visionaries committed to building a sustainable financial legacy that transcends generations.


$15,000 Value

BEST VALUE


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