About

Traditionally the term “legacy” was used in financial or estate planning to describe 
how to transfer wealth (that is, money and property) to others after death.

But your legacy is more than that – it includes how you have lived, what you have done in your life, and the lasting benefit you create that lives on for others.  And while finances are an important component of that, real wealth is much more than money and property.

  • We believe each individual has something important to contribute to the world – and is something only they can bring about – that will affect others in a deep and important way, however large or small.
  • We also believe that making that contribution, receiving the gratitude and appreciation of others for it even indirectly from knowing the benefit you’ve provided, ranks among the highest and best of human experiences: good for both the receiver and the giver.

That’s the true experience of legacy consciously chosen and created during your lifetime.  It takes a willingness to discover what you feel deeply about, moves or inspires you, and then take action on that for the benefit of someone or something else.  Sowing that beneficial contribution, reaps great joy – a significant part of real wealth.  It’s also the distinction between merely doing ‘hard work,’ and actually doing ‘good work.’  

That distinction can make all the difference between just living life … and a life well and thoroughly lived.

We believe each person can be the pebble dropping into their own pond, their own sphere of influence, creating ripples that will have profound and long-lasting impacts. If you’re ready to consciously create that experience, we want to meet you.

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