Legacy Mentorship Program
From Crisis to Clarity —
With Structured Support
The Legacy Mentorship Program is a high-touch, psychology-informed engagement designed for individuals and families ready to move from survival mode into intentional legacy building. Two tiers. One mission: generational transformation.
Is This For You?
Built for Those Ready to
Do the Real Work
This program is not a quick fix. It is a structured, intentional engagement for individuals and families who are serious about creating lasting change — emotionally, financially, and generationally.
You feel stuck in patterns that don't serve your family's future
You're navigating trauma, grief, or a major life transition
You want to build wealth and legacy — not just income
You're ready to invest in structured, expert-guided support
You want clarity on your family's emotional and financial roadmap
You're a professional, entrepreneur, or family leader seeking depth
Two Tiers. One Transformation.
Choose Your Level of Engagement
Entry Level · 90-Day Program
Foundation Tier
Designed for individuals beginning their legacy-building journey. Combines psychology-informed coaching with practical legacy planning frameworks to create clarity and momentum in 90 days.
What's Included
- 3 × monthly private strategy sessions (60 min each)
- Access to the Beyond Words self-led course
- Personalized legacy action plan
- Monthly accountability check-ins
- Email support throughout the program
Premium · 6-Month Program
Elevated Tier
The high-value, high-touch engagement for families and professionals ready to make lasting structural change. A comprehensive 6-month program integrating psychology, legacy planning, and trust coordination.
What's Included
- Bi-weekly private sessions (12 sessions total)
- Full Beyond Words curriculum + Trauma-Informed Edition
- Family legacy roadmap and trust coordination support
- Direct access between sessions via private messaging
- Priority scheduling and extended session availability
- Applicable toward Psychology Services upon graduation
The Process
How the Program Works
01
Apply
Submit your application below. Tell us about your goals and which tier interests you. No obligation.
02
Discovery Call
We schedule a complimentary 30-minute call to assess fit, answer questions, and confirm your tier.
03
Onboarding
You receive your personalized intake materials, program schedule, and access to course resources.
04
Active Program
Regular sessions, accountability, and direct support — structured around your specific legacy goals.
05
Legacy Roadmap
At program completion, you leave with a documented legacy roadmap and clear next steps forward.
"Legacy is not what you leave behind. It is what you intentionally build — one decision, one conversation, one generation at a time."
Common Questions
What You Need to Know
Is the program conducted in person or virtually?
Sessions are conducted virtually via secure video call, making the program accessible regardless of your location. In-person intensives may be available for Elevated Tier clients in the Fort Pierce, FL area.
What is the difference between the two tiers?
The Foundation Tier (90 days) is ideal for individuals beginning their journey — it provides structure, clarity, and momentum. The Elevated Tier (6 months) is a deeper, more comprehensive engagement for families and professionals ready for structural transformation, including trust coordination and direct messaging access.
Can I upgrade from Foundation to Elevated?
Yes. Clients who complete the Foundation Tier are eligible to apply for the Elevated Tier. Any investment made in the Foundation Tier is credited toward the Elevated Tier cost.
Are payment plans available?
Payment plan options are available for the Elevated Tier. Please mention this in your application and we will discuss options during your discovery call.
How many spots are available?
To maintain the quality and integrity of the program, we limit enrollment to a small cohort each quarter. Spots are filled on a first-come, first-served basis after the discovery call.
Apply Now
Begin Your Legacy
Journey Today
Submit your application and we will schedule a complimentary discovery call to determine the right tier for your goals. There is no obligation — just a conversation about where you are and where you want to go.
Foundation Tier
90-Day Program · $497 · 3 monthly sessions + course access
Elevated Tier
6-Month Program · $1,497 · Bi-weekly sessions + full curriculum + family roadmap
Questions? Call us at (772) 244-4441