$150 | 60-Minute Heritage & Legacy Clarity Session

This is a one-hour conversation for small business owners, families, and individuals who are thinking seriously about their legacy—what they're building, protecting, or passing down—and want help sorting through what actually matters next.

People book this session when they're at a crossroads: navigating generational transitions, feeling misalignment between values and action, or sensing that something important needs attention before moving forward.

During our time together, I coach and advise you through:

• clarifying what you're really trying to protect, build, or pass on

• identifying what feels confusing, stuck, or misaligned (especially across generations)

• understanding the internal patterns (stress, fear, inherited beliefs) that may be shaping your decisions

• mapping a few grounded next steps that fit who you are and the legacy you're designing

This session is not about quick fixes or surface-level advice. It's about helping you see your situation more clearly, regulate the internal noise, and make decisions from a steadier, more intentional place.

People use this session for a wide range of questions, including:

• planning business succession or preparing the next generation to lead

• navigating generational tensions or aligning family values within a business

• clarifying direction for a values-driven small business

• thinking through how heritage, identity, finances, or technology fit into a coherent future plan

• designing family culture and legacy in an AI-shaped world

My role is to help you think with structure and depth, drawing on the Heritage & Legacy Architecture framework, neuroscience-informed practices, and experience designing systems and long-term plans for individuals, families, and businesses.

This is a stand-alone session. Many people find that one conversation brings significant clarity; others use it as a starting point before deciding whether additional coaching would be useful. There is no obligation to continue.

Guidance is shared verbally during the call and is advisory in nature (not legal, medical, or clinical advice).