Contact: 757-410-4678
Bring Order to the Legacy Your Family Is Meant to Carry
For families ready to move beyond documents and pass on more than money.
Typical estate planning can transfer assets. But it does not automatically prepare heirs, preserve family unity, clarify values, coordinate advisors, or help future generations steward what they receive.
That is the work of Seven Generations Legacy®.
We provide high-touch guidance for a limited number of families who are serious about building and implementing a multigenerational legacy plan.
This call is best suited for families ready to make a meaningful commitment of time, attention, and resources to the future of their family.
“We couldn't get started, and you have been so helpful to get us started and to give us the tools that we needed to think through so many of these things” - Jan Justice
“They didn’t just help me with documents. They helped me express my heart.” - John Bowman
This Call Is for You If
You know your family’s legacy requires more than a will, trust, insurance policy, or isolated financial strategy.
You have built enough that an inheritance without preparation could place a burden on your children or heirs they are not prepared to carry.
You want future generations to steward wealth with wisdom—not entitlement, confusion, conflict, or dependence.
You want experienced guidance to coordinate the legal, financial, insurance, trust, communication, governance, and advisor pieces into one clear implementation path.
If Your Need Is Different
Life insurance, Infinite Banking, or standalone financial planning: book with The Money Advantage® team at themoneyadvantage.com/calendar
Creating or updating estate documents only: contact a qualified estate planning attorney in your area
A family navigating divorce: a family law attorney or counselor should come first
Why This Doesn't Wait
Every legacy has a transfer date. You don't get to know yours.
If the money moved tonight, it would move completely: every account, every entity, every policy. How much of the rest would move with it? The values that built it? The wisdom to keep it? The unity to share it? Whatever isn't written down and built into the plan simply doesn't transfer.
And your children aren't waiting for your timeline. They're forming their relationship with money right now, from what they observe, not what you intend. Every year the wisdom transfer goes unbuilt, the wealth transfer gets more dangerous.
Practically, we take on 15 families per quarter. When implementation slots fill, the next conversation is months out.
Families Come for a Plan. They Leave With Clarity.
“Because of Seven Generations Legacy Coaching, we have clearly articulated family values and clear intent around how we want to engage our children in discussions about money, finance, being responsible, and being a good steward of all resources.” - Sabrina Starling
"This was the first time we carved out the space to write down the wisdom we want our kids to have—so they can pass it on to their kids. We kept saying, ‘One of these days we’ll write this.’ But this coaching made us actually do it." - Anna Kelley
"We didn’t want to just give an inheritance… we wanted to raise stewards. And now we are.” - Darren and Buffy Ruthardt
"Our kids felt valued. They felt included. And they were excited to carry this forward to the next generation.” - Shannon Love
Before You Book
Because this work requires shared language, clear expectations, and a serious commitment to implementation, please watch the Seven Generations Legacy Masterclass video below or read the Seven Generations Legacy book before our call.
The Alignment Call
1 Hour. We'll map your current planning against the full architecture (Meaning, Mechanism, Money), show you exactly where your legacy would and wouldn't transfer today, and determine honestly whether we're the right team to close the gaps. If we're not, we'll tell you, and point you to who is.
* If you do not see a time that works email us at hello@themoneyadvantage.com
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