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.

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

• Workshops & Group Sessions: Lower-cost, topic-specific entry points (budgeting, credit, investing basics).