How It Works

We provide two types of access:

• Community Access

  • For underserved individuals and families, with a simple self-attestation process.

  • Sliding-scale options and flexible payment schedules.

  • Focused on the essentials: budgeting, debt reset, credit rebuild, saving and investing basics.

• Standard Access

  • For clients seeking ongoing, customized guidance and faster pacing.

  • Includes deeper planning: retirement basics, long-term wealth strategy, accountability cadences.

  • Priority scheduling and extended session formats.

What to Expect

• One-on-one coaching sessions (monthly, bi-weekly, or weekly).

• Short intensives like Budget & Debt Reset, or guided plans like Credit Rebuild.

• Foundational investing and retirement education.

• Personalized milestones and action plans with check-ins by email or text.

• Always flat-fee coaching — no commissions, no asset management.

Alternative Access Options

We understand that not everyone’s financial situation looks the same. Beyond our standard structure, LegacyOne offers:

• Scholarships: Limited slots reserved for clients who demonstrate need.

• Sponsorships: Supported by community partners and donors, covering partial or full costs.

• Sliding Scale Fees: To provide access to financial services for individuals or family’s with tight budgets.

• Employer & Community Programs: Bring LegacyOne into workplaces, schools, or nonprofits.

• Legacy Nation Patreon Memberships: We now offer 3 subscription tiers! Our “Grounded” tier ($10), “Growing” tier ($25), and “Generational” tier ($50) all provide access and resources for those that may be unsure of or may not want to commit to our programs.

• Legacy Return: We don’t just teach and plan wealth. We teach and plan wealth that gives back. A percentage of your investment in yourself, receiving our services, will be returned upon completion (for coaching services) or quarterly (for retained planning services). This rate of return is currently being piloted at 10%. The rate will be revisited on a quarterly basis.