You want to live aligned with your values. Why does it feel so hard?

Living philanthropically isn't just about charity—it's about organizing your life so you can actually show up for what matters. It's getting free from the chaos so you can be present and generous.

But right now:

Your financial life is a mess of scattered documents, no clear plan, and the subconscious dread of what your family would face if something happened to you.

You've avoided important conversations with your spouse or kids about what actually matters because you don't know where to start.

You're giving to charity out of guilt or obligation instead of joy and strategy, saying yes to every ask because you haven't clarified your own values.

You work constantly but feel like you're missing your life.

You have good intentions about legacy and impact but feel paralyzed by the enormity of actually pulling it together.

If any of this resonates, you're in the right place.

  • "What a relief to have my life a little more organized! I feel really good about getting my ducks in a row and about getting my financial life organized and under control."

    Rene S. | Retired

What is Legacy Coaching?

Legacy coaching isn't traditional life coaching or financial planning, but something in-between. It's about getting organized and intentional so you can actually live the generous, aligned life you want.

We work together to untangle the financial overwhelm, make a plan to navigate the conversations you've been avoiding, clarify what actually matters to you, and build systems so your life reflects your values. Because legacy Isn't what you leave behind when you die, it's what you're building right now through how you show up, how you spend your time, and how you steward your resources.

This is for people who are tired of living reactively and ready to get free.

How we work together:

Legacy coaching is a partnership over time, not a one-time fix. We typically work together for 3-6 months, meeting regularly to:

Get organized. We’ll pull together the scattered pieces of your financial picture so nothing falls through the cracks and your loved ones won't be left searching if something happens to you.

Get clear. We’ll have the hard conversations about what matters, what you value, and where the gaps are between your intentions and your reality.

Get intentional. We’ll build a strategy that reflects your values, create systems for decision-making, and make space for you to actually be present in your life instead of buried in overwhelm.

Ready to get started?

Your legacy is already in motion. Let’s make sure it’s the story you want to tell.

Book a discovery call today!