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 does working together look like?
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.
Whether you're trying to untangle financial overwhelm and get your life in order, or you're already giving significantly and want a strategic approach to your philanthropy, the work is the same at its core: moving from reactive to intentional, from scattered to aligned.
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.
How we work together:
I work with individuals through:
Legacy Coaching. For people ready to get organized, have meaningful conversations about what matters, and build systems so their life reflects their values. We work together over time to move from chaos to clarity, from paralysis to presence.
Philanthropic Strategy. For donors giving significant gifts of $100,000+ who want a more strategic, intentional approach. We conduct a giving audit, research organizations aligned with your values, monitor impact, and build a framework so your generosity reflects who you are and creates real change.
Ongoing Partnership. For those who want continued support as life evolves, whether that's navigating transitions, staying accountable to your intentions, or deepening your practice of living philanthropically.
Ready to get started?
Your legacy is already in motion. Let’s make sure it’s the story you want to tell.