Guiding Your Family Toward a Grounded Legacy
Services
Family legacy isn’t just about wealth—it’s about meaning, values, healing, and vision. Each of my offerings is designed to meet your family where you are, whether you’re planting the first seeds or ready to build lasting structures for generations to come.
ROOTED:
Legacy Structure & Story Process
A multi-phase experience to help your
family define its values, capture its wisdom, and build systems for meaningful continuity.
Designed for families seeking continuity, cohesion, and customized legacy strategy.
SEEDED:
Values Based Alignment Sessions
A short-term, values-based experience to help your family reflect, reconnect, and prepare for future planning—emotionally and relationally.
Ideal for families seeking clarity before stepping into complex decisions.
ROOTED: Legacy Structure & Story Process
ROOTED: Legacy Structure & Story Process
Build systems of trust, clarity, and continuity.
ROOTED is a transformational, multi-month engagement designed to help your family co-create a legacy structure that reflects your shared values, and stands the test of time. Grounded in family systems theory, emotional intelligence, and values-based governance, this process helps you move from “survival conversations” to sustainable family stewardship.
ROOTED follows 4 intentional stages:
Reflect — Understand the emotional history and unspoken dynamics influencing your family today.
Own — Clarify and claim shared values, vision, and roles.
Organize — Develop a customized Family Constitution and legacy framework.
Transfer — Educate the rising generation and embed knowledge-sharing into your family culture.
ROOTED is for families ready to invest in long-term connection, structure, and stewardship across generations.
SEEDED: Legacy Alignment Sessions
SEEDED: Legacy Alignment Sessions
Lay the groundwork before you grow your legacy.
SEEDED is designed for families in the early stages of their legacy journey. Whether you're preparing for transition, sensing misalignment, or looking to initiate meaningful dialogue across generations, SEEDED is where you prepare the relational soil in which your legacy will be planted.
This 3 session series provides space for reflection and alignment before formal planning begins. It’s where emotional clarity meets strategic preparation.
The SEEDED Series:
Storytelling and Exploration Session
Examine the underlying beliefs and emotional narratives shaping financial behaviors across generations.Envisioning Session
Clarify what matters most to your family—beyond capital—and define a shared vision for your future.DEfine and Design a Legacy Roadmap
Receive a tailored guide outlining next steps based on your family’s readiness, relationships, and long-term goals.
SEEDED is ideal for families who want to build the foundation for legacy work with intention, trust, and a deeper sense of purpose.
Coming Soon
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Coming Soon *
The Legacy Deck:
Conversation Cards for Vision, Vulnerability, and Connection
Meaningful conversations, one card at a time.
Designed for family meetings, intergenerational dinners, or one-on-one connection, The Legacy Deck helps spark courageous conversations around wealth, values, legacy, and belonging. Each card includes a prompt that invites storytelling, reflection, and understanding.
Sample cards might ask:
“What did you learn about money growing up?”
“What do you want your children to remember about you?”
“What traditions do you want to keep—or change?”
Legacy, Rooted: A Reflective Guide to Align Your Family’s Wealth with What Matters Most
A workbook to help families ground their wealth in what truly matters.
Legacy, Rooted invites individuals and families into reflective, values-based legacy planning with no jargon, no judgement, and no overwhelm. This workbook gently walks you through essential questions about money, emotion, inheritance, and impact.
Inside, you’ll find:
Journaling prompts on legacy, identity, and healing
Activities for co-creating family values
A starter framework for your Family Constitution