Project Legacy – Private One-hour Personalized Planning Session

$499.00

A planning session to identify and highlight meaningful contributions, ensuring a life’s work is thoughtfully preserved—whether for yourself or someone you wish to honor.

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Description

Your Vision, Your Legacy: Take part in a planning session to identify and highlight meaningful contributions, ensuring a life’s work is thoughtfully honored and preserved—whether for yourself or someone you wish to commemorate.

 

Consultation and Planning: Begin creating a vision of the legacy with a personalized consultation where our advisors explore life stories, achievements, and the values to be preserved. At a planning rate of $499 per hour, each session is tailored to identify a carefully crafted tribute to preserve a legacy—whether shaping your own lasting impact or creating a tribute for a loved one—ranging from philanthropic initiatives to personal memoirs and beyond. Planning sessions continue for as many hours as you deem necessary to be fully satisfied with the vision.

Comprehensive Blueprint Strategy Map: After completing the planning phase, we seamlessly transition into blueprinting. For a setup fee of $4,999, we develop a comprehensive legacy blueprint that includes detailed project outlines, timelines, and a budget forecast. The overall cost of executing the legacy project will vary based on its scope and complexity, with each element carefully designed to ensure long-term sustainability and meaningful impact.

Implementation: Once you approve your plan, we will proceed with the careful execution of each element. The costs for implementation vary based on the scope and nature of your chosen legacy projects, ensuring transparency and control over your investment. We will help you select the most notable aspects of your contributions.

Let’s Get Started Now: Never underestimate the significance of a life’s work or feel that it lacks the impact worthy of remembrance. Our initial session will identify and highlight meaningful contributions, ensuring they receive the recognition they deserve—whether for yourself or someone you wish to honor.