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WAYS WE CAN WORK TOGETHER

Workshops

Empowering Workshops for Intentional Living

At Wealth Legacy Group, we offer transformative workshops designed to help you bridge the gap between your current situation and your aspirations. We guide you in honoring your past while actively shaping a future aligned with your deepest values. Our goal is to equip you with powerful tools for intentional living to create a truly fulfilling life.

 

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Workshops for individuals, couples, & advisors.

  • Spiral path of wood and turquoise gravel
    Rich Life Portfolio™

    A unique process that explores how your perspective on money and wealth influences your life and relationships.

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  • Money, Meaning, & Mindfulness

    How to Have an Intentional, Values-Based Approach to Money and Wealth.

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  • Raising Empowered Children

    How to Raise Empowered rather than Entitled Children.

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We recognize that our clients are exceptional individuals with a strong desire to enhance their lives. Our role is to expand your knowledge – using tools we’ve developed over years of practice – guiding you toward a new level of awareness and thriving.

We provide unique expertise and a safe space to discuss these issues with like-minded people:

Overwhelm and lack of confidence related to financial decision-making
Fear and concern about raising entitled children
Anxiety about how to bring up money when dating
Doubt about who you can trust when working with advisors
Guilt and shame about your wealth
Resentment, resignation, or regret in your relationship due to unresolved conflicts about money