This is the proven strategy we have used for established families for decades to help them build lasting strength. It's a structured, eight-step system that replaces uncertainty with generational certainty.
8 HIGH VALUE WORKSHEETS
You receive eight actionable worksheets to guide your process. These are the tools that get you instant clarity on your deepest values and family culture with just 1-2 hours of focused work.
THE FAMILY CULTURE BLUEPRINT
This section includes the specific tools to build your family’s identity. You get the blueprint for intentional traditions and a plan to ensure empowerment beats entitlement for your children.
YOUR 90-DAY LEGACY BLUEPRINT
The ultimate result is your personalized 90-Day Roadmap. You define the 3 specific actions you must take to build momentum that will compound and shape your family's success for decades.
How it works,
The 8-Pillar Legacy Roadmap
This is the precise, authoritative framework that replaces guesswork with generational certainty.
You will move from defining your deepest values to executing your action plan in eight structured steps.
Why Your Story Matters
You'll brainstorm and narrow down your top 5 core values to understand why your personal story matters and create a foundation for your legacy.
Defining Core Values
You'll rate how well your daily actions align with your values, identify any gaps, and commit to one specific change to improve consistency.
Traditions & Habits
This section helps you intentionally design your family's culture by evaluating past traditions, creating new ones, and checking if your daily habits reflect your values.
Designing a Family Vision
You will create a personal vision statement that acts as a compass for your life by deciding which patterns to break and which values to carry forward.
Creating Impact
This involves mapping your current influence on others, evaluating it, and choosing key areas where you can intentionally create a positive impact.
Empowerment Over Entitlement
You'll learn to replace entitlement with empowerment by identifying its costs and creating practical shifts, such as tying rewards to responsibility.
Fulfillment & Significance
This section helps you define a path to fulfillment by focusing on what brings you true meaning over just "success" and setting goals to create significance for others.
The Legacy Roadmap
Finally, you will create a concrete 90-day Legacy Roadmap by choosing three priorities from the course, defining specific actions, and naming an accountability partner to turn your vision into a reality.
DEFINE CORE
VALUES
STOP DECISION
DRIFT
BUILD FAMILY
UNITY
UNLOCK LASTING
INFLUENCE
FORGE RESILIENT
CHARACTER
END INHERITED
CYCLES
CREATE A
ROADMAP
LIVE WITH
INTENTION
START LIVING IT ON PURPOSE
THE FOUNDATION OF GENERATIONAL SUCCESS
LIMITED TIME SALE
The Hidden Legacy You Are Shaping Every Single Day.
Legacy is not what you leave when you're gone.
It is the influence of your words, habits, and values—and you are shaping it right now.
The Family Legacy Plan is the complete digital system that replaces drift with Design. Across 8 powerful modules accompanied by interactive worksheets, you gain the clarity, intention, and action needed to build a purposeful legacy of strength and lasting influence.
MULTI-GENERATIONAL MINDSET
This plan uses the same 3-generation framework trusted by families since 1967. We condensed decades of specialized consulting into this accessible, 8-step blueprint for guaranteed generational strength.
CLARITY IN HOURS, NOT YEARS.
The plan is engineered for speed, requiring just 1-2 hours of focused work. You move immediately to your final 90-Day Legacy Roadmap. Clarity and direction begin today.
BEYOND POSSESSIONS: LASTING INFLUENCE.
This plan defines what they keep, not just what you leave. Purchase the certainty that your core values and resilience will be intentionally preserved and passed forward. Secure an impact that outlives money.
Frequently asked questions
What exactly is the Family Legacy Plan?
This is the definitive Legacy Interactive Course and Digital Kit. You get immediate access to the private, 8-part strategic framework, including 8 actionable worksheets and your final 90-Day Roadmap, guaranteeing you the structured work required to ensure your values endure.
How long does it take to complete the plan?
It is designed to be completed in one weekend or a series of 15-minute daily sessions, taking roughly 1-2 hours of focused work in total. The goal is to maximize clarity quickly so you can focus on consistent action!
How is this different from a Will or Trust?
Legal documents focus on what you leave (assets, money). The Family Legacy Plan focuses on who you are and what you pass on (values, character, identity, culture). It is the essential foundation for ensuring your family succeeds with the assets you leave behind.
I'm not a high-net-worth individual. Is this for me?
Yes. While the framework originates from our work with established families, the core truth is: You don't need wealth to leave an impact. You need clarity, intention, and action. This plan makes that framework accessible to every family.
