Your Legacy Blueprint

With my 5 step Legacy Blueprint System we discover and clarity your needs and desires. The process begins with my Legacy Wheel.

Click here to download The Legacy Wheel for FREE.

Your Legacy Blueprint can be as simple or as detailed as you like. We customize a plan based on your personal situation by prioritizing what is most important to you or is critical to complete in a timely manner. Each one is unique and customized to meet your specific needs and desires.

pass-down-heirloom-250x150Your Legacy Blueprint encompasses and can weave in many areas. Those may include your wealth distribution, a Will, Medical Directives, other documentation, contributions, distributing possessions, memories, traditions, values, beliefs, wishes, dreams, family stories, your wisdom, etc. Some people even choose to pre-plan their funeral. People are also choosing to write Legacy Letters (Ethical Will) and Final Letters.

We will create a binder filled with all the pieces of your Legacy Blueprint. It will become a roadmap for you and your family now and in the future.

Benefits of your Living and Lasting Legacy Blueprint:

  • Planning and preparation that brings peace of mind and contentment
  • Clearly defined needs, goals and wishes
  • Engaged professionals available for guidance and support
  • Practical preparation for each professional or family meeting
  • Detailed plan for easy access by family or friends in time of need
  • Values, stories, desires, and wishes are recorded and communicated
  • Enhanced family bonds
  • Protection and provision for yourself and family
  • Built trust in your relationships
  • Time and money saved with advanced planning
  • Possible conflicts prevented
  • Set an example for generations to come
  • Provides a blueprint for your present and future planning
  • Complete plan with nothing left undone or unsaid
  • Lasting meaning to your life’s work
  • The ability to live freely and enjoy life to its fullest

Who benefits from my Living & Lasting Legacy Blueprint?

  • Children and grandchildren
  • Family and friends
  • Your community
  • The world
  • YOU!

Coach and Consultant Role

creating-family-momentsHearing your story is both my passion and my honor. Learning how you would like to impact your life, your families’ lives, and even the world is indeed a pleasure and privilege! As your Legacy Coach and Consultant, we will use my Legacy Wheel and my 5-Step Legacy Blueprint System to help you define your needs and priorities so we can create clear and concise goals to design your personal Legacy Blueprint. It all starts with the Legacy Wheel. Please download my FREE Legacy Wheel. CLICK HERE

As a neutral person without an emotional attachment to the outcome, I can stay objective throughout this process, while continuing to keep the big picture in mind. I will help you stay on track to accomplish your goals in a timely manner. Additionally, I will coach you through the development of clear goals, wishes, and your personal objective. This will enable you to save time and money when meeting with other professionals as you will have a clear picture of what you want and how you would like to handle everything.

My professional and personal experience enables me to recognize and understand many of the challenges and opportunities inherent with creating a Living & Lasting Legacy. In my past professional experience I have had to be compassionate, knowledgeable, patient, confidential, trustworthy, open, caring, and supportive. Those same characteristics were very helpful in my personal life as I supported friends and family through many of life’s challenges and transitions.

From these professional and personal experiences came my deep desire to help others live life fully, with the peace and confidence that comes from knowing you have taken care of you and your family.

As your coach and consultant I will:

  • Guide you through clarifying your needs, goals, and wishes
  • Help build your professional team to meet your needs
  • Be objective
  • Provide a non-judgmental environment
  • Be your champion
  • A “go-to” person in each life transition
  • Keep your ‘big picture’ in focus
  • Help you be more prepared for meetings
  • Save you time and money
  • Be passionate about your Legacy!

 It is my passion and honor to do this work.

I look forward to meeting you, hearing your story, and serving you soon!