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Discover Your Core Values

and Create a Plan for Meaningful Impact!

Did you know? Only 50% of North Americans have an estate plan.

The main reasons: lack of knowledge and perceived cost 

We're here to change that!

We're tackling the knowledge gap by changing the narrative. Legacy is values-based and encompasses much more than just financial capital.

Discover the 8 forms of capital that truly matter.

Legacy Planning Goes Beyond Financial Planning


While financial and material capital are important, they are just two of the eight forms of capital that contribute to a meaningful legacy. Let's explore the other six:


Intellectual Capital:
The knowledge, skills, and experiences you pass on.
Spiritual Capital: The values, beliefs, and principles that guide your life.
Social Capital: The relationships and networks that support and enrich your life.
Living Capital: The natural resources and environment you care for and preserve.
Cultural Capital: The traditions, customs, and heritage that shape your identity.
Human Capital: The memories, adventures, and life experiences that define you.

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Coming Soon

We can't wait to share more about these upcoming products, services and events

LAUNCHING IN 2025...

CREATE YOUR VALUES-BASED LEGACY CHALLENGE

What will you do?
1. Gain clarity about your core values
2. Create Your Legacy Mission Statement

Results:

Living life more purposefully

Find a partner who resonates with your core values

Teach your children what is important to you

Find a career or start a business you are passionate about

Better prepare your heirs to steward your wealth

Reverse engineer your estate plan to ensure you are remembered for how you wish to be remembered

Measure your impact on a daily basis

Ready to Transform Your Legacy? 
Join the Challenge Now!

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Legacy You is your go-to platform for purposeful living and abundant mindset. Overcome the Legacy Procrastination Effect with us.

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