Core Services

1. Financial Coaching & Money Management

We start by building a strong financial foundation through personalized coaching and practical planning. LegacyOne combines financial literacy education with hands-on money management tools, ensuring clients not only understand their finances but also take action with confidence.

What’s included:

  • One-on-one financial coaching sessions

  • Personalized monthly budgeting plans

  • Debt reduction strategies tailored to your situation

  • Credit health check and improvement roadmap

  • Workshops on financial literacy basics (budgeting, saving, mindset shifts)

  • Guidance in adopting digital tools to track income and expenses

2. Credit & Debt Management

Helping clients improve credit profiles and reduce burdens.

  • Credit report review & strategy

  • Debt payoff planning (snowball/avalanche hybrid)

  • Guidance on responsible credit use

3. Investment & Wealth Building Basics

Education-focused, not advisory — empowering clients to take first steps.

  • Intro to investing workshops

  • Long-term planning (retirement, college savings)

  • Wealth Ascension tiers (mindset → discipline → growth)

4. Legacy Planning

Helping clients align money with family and future goals.

  • Goal-setting and generational wealth strategies

  • Philanthropy and giving frameworks

  • Preparing for advanced planning (with referrals to licensed professionals)

5. Community & Group Programs

LegacyOne has a strong group-learning and community support angle.

  • Group financial wellness sessions for organizations, schools, and churches

  • Employer partnerships (financial wellness benefits)

  • Youth financial literacy initiatives