Your Legacy

when writing the story of your life,
don’t let anyone else hold the pen

We write the story of our lives one chapter at a time. As we do so, our words and our actions influence people around us. Day by day, all of that influence adds up. Legacy planning is about being intentional with respect to the goals you accomplish, the values you pass down, and the story you leave behind.

Please think about your legacy because you are writing it every day.

Gary Vaynerchuk

   Step 1: Set the vision

Step 2: Define your goals   

   Step 3: Take action steps

Step 4: Check in monthly**  

   Step 5: Strategize annually**

**Services provided under advisory services agreement.

Personal Legacy Coaching**
legacy vision & goals, emergency fund planning, retirement planning, college planning, estate planning, real estate analysis, 401k analysis, inheritance advice, professional relationship management, charitable giving, net worth and cash flow enhancement

Business Legacy Coaching**
business vision & goals, business development, sales pipeline optimization, cash flow analysis, profitability tuning, professional networking, asset analysis and enhancement, business succession planning, valuation and exit strategy planning

**Services provided under advisory services agreement.

Legacy is not leaving something for people. It’s leaving something in people.

Peter Strople

What legacy do you hope to define?