3P Legacy Wealth System™
Build With Purpose. Organize With Intention. Create a Legacy That Lasts.
Building a meaningful legacy involves more than accumulating wealth. It requires clarity, organization, communication, responsible stewardship, and intentional action.
The 3P Legacy Wealth System™ provides personalized guidance and ongoing strategic coordination to help individuals, families, and business owners organize their legacy goals and move forward with greater confidence.
Whether you're establishing a family legacy plan, organizing an existing business or family structure, coordinating with professional advisers, or seeking greater alignment among family members, this program helps bring clarity and direction to the process.
Who This Package Is For
- Families seeking to organize and strengthen their generational legacy
- Business owners developing long-term family or business continuity plans
- Individuals managing multiple responsibilities, professional relationships, or legacy initiatives
- Families establishing or coordinating private foundations and other legacy activities
- Professionals and ministry leaders seeking greater organization and accountability in their long-term planning
Our Approach
Clarity and Legacy Assessment
We begin by discussing your goals, existing arrangements, family priorities, professional resources, and areas requiring additional organization or support.
Organization and Strategic Coordination
Together, we'll develop a practical roadmap to help organize responsibilities, clarify next steps, and support communication among the people involved in your legacy planning.
When appropriate and within our agreed scope, I may participate in selected family, business, foundation, or professional meetings to help facilitate communication, identify action items, and coordinate follow-through.
Ongoing Support and Accountability
Legacy planning is not a one-time conversation. As circumstances evolve, ongoing guidance can help you stay organized, address challenges, and maintain progress.
Your program includes a scheduled monthly coordination or strategy meeting, with a dedicated quarterly review replacing the regular monthly meeting every third month.
What's Included
- Initial family or business legacy goals assessment
- Personalized legacy organization and implementation roadmap
- Education on wealth stewardship, asset protection concepts, and generational planning
- Guidance on family governance, roles, responsibilities, and decision-making processes
- Support organizing family, business, or private foundation planning activities
- Participation in selected coordination meetings within agreed service limits
- Coordination with legal, tax, insurance, and other qualified professionals when appropriate
- General education on trusts, legacy structures, and insurance-based financial strategies
- One scheduled 60-minute strategy or coordination meeting each month
- Quarterly private legacy strategy and progress review, replacing the regular monthly meeting every third month
- Assistance tracking responsibilities, action items, and implementation progress
Additional meetings or services beyond the agreed monthly scope may be arranged for a separate fee.
Your Investment
Initial Setup: $1,997
Includes your initial assessment, strategic organization, and development of a personalized legacy coordination roadmap.
Ongoing Support: $297 per month
Includes one scheduled 60-minute meeting per month, with the quarterly strategy review replacing that month's regular meeting, along with agreed follow-up and coordination support.
Additional meetings and services are separately scoped and priced.
Important Information
The 3P Legacy Wealth System™ provides coaching, education, organizational guidance, and strategic coordination. It does not include legal, tax, or investment advice, legal document preparation, or professional services performed by third parties.
Participation in family, board, foundation, or professional meetings is in an outside coaching and coordination capacity. It does not establish a board, trustee, officer, or fiduciary role.
Insurance-related services, when applicable, are handled separately under appropriate licensing and agreements.
Services are customized to individual needs and the agreed scope of work.
Third-party expenses and additional services are separate.
No specific financial, legal, business, or legacy outcome is guaranteed.
Peace 💜 → Purpose 💚 → Prosperity 💛
Frequently Asked Questions
How is the 3P Legacy Wealth System™ different from traditional financial planning?
The 3P Legacy Wealth System™ focuses on helping you organize your legacy vision, clarify responsibilities, coordinate with appropriate professionals, and take intentional action.
Rather than replacing your attorney, accountant, financial adviser, or other professional, Spirnancial™ Coaching helps you stay organized and better prepared to work with them.
Our approach emphasizes purposeful planning, communication, education, accountability, and implementation.
What does the $297 monthly support include?
Your monthly support includes one scheduled 60-minute strategy or coordination meeting.
Every third month, your regular meeting is replaced by a quarterly legacy strategy and progress review.
Agreed follow-up and coordination support is also included within the established service guidelines.
Additional meetings, professional services, and work outside the agreed scope are arranged and priced separately.
What are my next steps?
Begin by scheduling a complimentary Spirnancial™ Discovery Session so we can discuss your goals, current arrangements, and the type of support you're seeking.
We'll explore whether the 3P Legacy Wealth System™ is appropriate for your circumstances and discuss the next steps.
If you decide to enroll, we'll begin with an initial assessment and develop your personalized legacy organization and implementation roadmap.
There is no obligation to enroll following your Discovery Session.
Price
$297 / month with $1,997 setup fee
By booking this package, you agree to these Terms and Conditions
This package includes
- Initial family or business legacy goals assessment
- Personalized legacy organization and implementation roadmap
- Wealth stewardship and generational legacy education
- Family governance and organizational guidance
- Support coordinating family, business, or foundation planning activities
- Coordination with qualified legal, tax, insurance, and other professionals when appropriate
- General education on legacy structures and asset protection concepts
- One scheduled 60-minute strategy or coordination meeting monthly
- Quarterly private legacy strategy review, replacing the regular monthly meeting every third month
- Action-item tracking and agreed follow-up support
Monthly Support: $297 includes one scheduled 60-minute meeting each month. Additional meetings and services are separately arranged and priced.
Professional services and third-party fees are not included.