Legacy Coaching Program
Guiding families to protect, prepare, and pass on wealth with clarity and confidence.
What is the legacy coaching Program?
The Legacy Coaching Program is a 6-month, flat-fee engagement designed to help you maximize, protect, and confidently pass on your wealth. This unique program combines personalized planning for you and your heirs with guided family conversations and ongoing support.
We will provide a holistic wealth plan for yourself, tailored financial roadmaps for your children, and tools to help prepare the next generation for stewardship.
core components
Each Legacy Coaching Program is tailored to you and your family, ensuring that your unique values, goals, and circumstances shape the process from start to finish. While every engagement is personalized, your program will include the following core components as a foundation to help you build, protect, and pass on your wealth with clarity and confidence.
1. Your Foundational Wealth Plan
- Comprehensive financial plan covering cash flow, investments, estate planning, insurance, and multi-generational tax planning
- Integration of legacy goals and philanthropic objectives
- Coordination with attorneys, CPAs
2. Individual Financial Plans for Heirs
- Tailored plans for each child, aligned with their age, goals, and financial responsibilities
- Guidance on future gifting and inheritance impact, budgeting, saving, investing, and debt management
- Access to ongoing support during the program
3. Family Meetings and Legacy Conversations
- Facilitated sessions to communicate values, goals, and expectations
- Education around inheritance and wealth transfer strategy
- Addressing sensitive topics with professional guidance
4. Financial Literacy Education for Heirs
- Coaching on financial fundamentals
- Courses on investing, taxes, retirement planning, and wealth preservation
- Tools and resources for long-term confidence and independence
5. Ongoing Guidance and Coordination
- Bi-monthly check-ins with advising team
- Continuous coordination with professionals (estate attorney, CPA, etc.)
- Implementation support for wealth transfer strategies
Program Timeline
Month 1–2: Discovery & Foundational Planning
Intake and data gathering
Creation of your holistic wealth plan
Creation of family investment policy statement
Meeting to discuss wealth plan (parents)
Introductory family meeting (whole family)
Month 3–4: Heir Planning & Education
Development of individual plans for heirs
Financial literacy course (Preparing for Wealth)
Progress review with parents
Individual plan presentations with children
Month 5–6: Implementation & Transition
Finalized coordination with attorneys/CPAs
Advanced wealth transfer strategies
Personalized investment guidance and support for gifts
Closing family meeting: legacy roadmap presentation
key goals
Clarity: Align your wealth plan with your personal values and legacy goals.
Confidence: Ensure your heirs are prepared and educated to manage wealth responsibly.
Continuity: Create a structure that preserves wealth across generations.
Coordination: Bring together financial, legal, and tax expertise under one program.
Investment
Total Program Investment: $40,000 for the six-month engagement.
Existing Clients: If you have completed a comprehensive plan with Scholar Financial Advising within the last 12 months, pricing will be customized to reflect the work already completed
Next Steps
We are excited to embark on this legacy journey with you. To explore whether our Legacy Coaching Program is the right fit for your family, we invite you to complete our initial contact form. Once received, we will connect with you to schedule a consultation where we can learn more about your goals, answer your questions, and determine the best path forward together.
