IMPACT THAT LASTS A LIFETIME
Go From Quiet Success to Lasting Legacy in a Weekend!
You have the drive and vision—but without clarity on execution, your legacy potential remains untapped. Whether you're an entrepreneur, established business owner, or multi-generational family, it's time to build an unshakeable foundation aligned with your deepest values. Let's put proven systems in place that allow you to create, protect, and seamlessly transfer wealth and legacy for generations to come.
Ask about the Legacy Retreat
Impact in a Day | Strategy in 3 Days | Visibility in 3 Days | Impact in 3 Days | Strategy in 3 Days | Visibility in 3 Days | Impact in 3 Days | Strategy in a Day | Visibility in a Day
Legacy Vision & Strategic Wealth Roadmap
Your personalized blueprint that transforms abstract goals into concrete action. This roadmap aligns your deepest values with measurable wealth milestones, ensuring every financial decision advances both your family's security and your lasting impact
1.
Family Governance & Succession Framework
The decision-making structure that prevents family wealth from becoming family conflict. Clear roles, proven conflict resolution protocols, and succession strategies that prepare the next generation to steward—not squander—what you've built.
2.
Legal & Financial Protection System
Your comprehensive defense strategy ensuring no gaps, no surprises, no lost opportunities. From tax optimization to asset protection, every document and structure works together to maximize what transfers to your heirs—not the government.
3.
Next-Generation Preparation Strategy
The communication framework that turns difficult conversations into empowering dialogues. Templates, mentoring approaches, and documentation systems that ensure your vision lives on through prepared, unified heirs who understand both privilege and responsibility.
4.
You'll get 4 key deliverables:
In one powerful weekend, we'll create the roadmap that transforms your financial future: build meaningful wealth, protect it wisely, preserve it for those you love most, and establish a legacy that becomes your family's greatest gift.
Your family legacy deserves more than good intentions—it requires a proven strategy. By the end of this retreat, you'll have your complete Wealth Transfer Toolkit: the clear roadmap and systems needed to turn your vision into generational reality.
what you'll get
Is This Legacy Retreat Right for You?
This retreat is perfect for individuals and business owners who refuse to leave their family's future to chance—ready to build the comprehensive strategy that transforms their success into generational security and lasting impact.
If you're ready to move beyond hoping your family will be okay to knowing they'll thrive—equipped with both wealth and wisdom to carry your legacy forward with purpose—this retreat is for you.
You've provided security but haven't prepared stewards
You've created income but your transfer strategy has gaps
You've built wealth but your family lacks unified direction
You've achieved success but it lacks lasting meaning
Ready to secure your family's future? The Legacy Retreat is for you.
Book Your Legacy Retreat
Define your personal and family legacy through focused Vision & Values sessions. Learn to build and preserve wealth using proven financial systems and tax planning strategies that maximize what you keep. Map your complete financial landscape for full visibility and control while connecting with fellow participants through networking and reflection opportunities.
Foundation & Financial Structure Clarify your vision and build your wealth preservation systems
Day 2-3:
Day 1-2:
Day 1-2:
Strategy & Legacy Launch Implement your plan and prepare the next generation
Master legal foundations of legacy protection using trusts, LLCs, and asset structuring to safeguard your wealth. Design your legacy with clear intentions and sound structure while creating your bespoke Legacy Binder to organize essential documents and implementation steps. Learn communication and generational strategies to prepare your heirs for continuing your legacy.
Day 2-3:
Book Your Legacy Retreat
Includes 30 days of support to answer questions as you launch your new Legacy strategy
What Happens On Your Legacy Retreat
Before the Intensive:
→ Defined Legacy Vision – A clear, purpose-driven roadmap that aligns with personal and family values.
→ Complete Wealth Strategy – A structured plan for creating, managing, preserving, and transferring wealth.
→ Organized Toolkit – All key documents, frameworks, and next steps in one place—ready for execution.
→ Family Clarity & Engagement – Confidence that your family understands, supports, and is ready to sustain the legacy.
→ Unclear Vision – Unsure how to align personal, family, and financial goals for lasting impact.
→ No Strategy – Wealth is growing, but there’s no structured plan to manage, protect, or transfer it.
→ Fragmented Documents – Legal, financial, and estate planning pieces are incomplete or scattered.
→ Lack of Family Alignment – Family is uninformed or unprepared to carry on the legacy.
After the Intensive:
The Transformation
This retreat gives you everything you need to build a clear wealth legacy strategy and lasting structure—for your family and generations to come.
Ready to secure your family's future? The Legacy Retreat is for you.
Book Your Legacy Retreat
→ Duration: 3 full days of coaching, hands-on strategy sessions, and focused implementation.
→ Format: In-person, guided sessions with intentional breaks for reflection, connection, and clarity.
→ Follow-Up Support: 30 days of post-retreat support to answer questions, make refinements, and ensure a smooth execution of your legacy plan.
→ Resources: Access to expert referrals, custom workbooks, actionable templates, and a tailored legacy action plan built just for you.
What to Expect From Your Legacy Retreat
I know your time is valuable—that’s why the Legacy Retreat is designed to be intensive yet highly focused, delivering maximum impact in just three transformative days.
Book Your Legacy Retreat
This is an investment in your legacy—designed to secure your future and empower generations to come.
In just three days, we’ll accomplish what could take years on your own—laying the strategy that brings clarity, security, and opportunity for you, your children, and generations to come. It's about building wealth with purpose and a legacy that lasts.
Your Investment
Call for the investment
VIP DAY COST
(includes 30 days of support)
Book Your Legacy Retreat
READY TO ELEVATE YOUR LEGACY AND LEAD WITH PURPOSE?
If you’re ready for peace of mind when it comes to your legacy—and to make a greater impact that lasts. The Legacy Retreat is designed for you. In just one powerful weekend, we’ll help you unlock your vision and equip you with the tools to secure it. Walk away with clarity, confidence, and a firm foundation—so your family sees the path forward and your legacy lives on.
Book Your Legacy Retreat
Frequently Asked Questions
If you're a high-income earner or business owner who has built substantial wealth but lacks a clear strategy for preserving and transferring it, this retreat is designed for you. It's ideal if you want to ensure your legacy stays intact, your children are properly prepared for stewardship, and future generations have the tools and confidence to build upon what you've created.
No matter where you're starting from, this Legacy Retreat provides the resources, hands-on exercises, and expert coaching you need to define or refine your wealth preservation strategy. You'll build a solid foundation and receive step-by-step guidance to ensure your wealth, legacy, and strategy align with your unique vision—so you can move forward with clarity and confidence.
After booking, you’ll receive a brief onboarding questionnaire to help us maximize our time together. I’ll ask about your goals, current challenges, and any relevant background related to what you hope to achieve. If you have any existing documents or content you'd like to share, you're welcome to do so—but it's completely optional.
For 30 days after the Legacy Retreat, you'll have direct access to continued support—questions answered, brief check-in calls available, and feedback on new developments. I'm here to help you stay aligned, make adjustments, and confidently implement your strategy.
Our Legacy Retreat is designed as three full-days immersive experience, typically spanning six hours of focused, high-impact sessions—with breaks for lunch, dinner, and networking to keep you refreshed and engaged. We meet in the morning, afternoon, and evening, covering only what matters most. Every session is thoughtfully tailored to your goals, making the most of your time and investment.
The essentials include a Zoom account (for our sessions) and a LinkedIn account (if you don’t have one, I can help you set it up!). For the website portion, we’ll use a simple platform that’s easy to manage, like Squarespace or WordPress, so you can update it on your own afterward. I’ll guide you through each tool we use, so there’s no need for technical experience.
By the end of the three-day weekend, you'll have a complete, actionable legacy roadmap including: a clear Legacy Vision & Strategic Growth Plan, a Family Governance & Succession Framework for unified decision-making, a Legal and Financial Protection System to safeguard your wealth, and a Next-Generation Preparation Strategy to equip your heirs. You'll be positioned for long-term preservation, security, and growth—with a strong foundation your family can rely on for generations.
