Life and Legacy Process

You’ve been successful with your business or your profession.

You’ve become aware of nagging worry, fear and confusion when you think about “what’s next?”  You can’t imagine a traditional retirement.

You want to transition TO something, not retire FROM something.

You are full of energy and enthusiasm and can’t imagine what you would do if you didn’t go to work, so why retire, right?

To be honest, you know you can’t do this yourself, but figuring out WHO to confide in is, frankly, a little scary.

Finally, whenever you talk with wealth managers or so called financial and estate planners, you notice that they want to talk about your money and your death, not about your vision for your money, your family and your community; your LIFE.

I’ll help you identify your vision for the “next act”, then transform that idea into an energizing Big Impact plan for your, your family and your community; the causes you care deeply about.