Ready to start building your legacy?

The Legacy Builder Course is an immensely valuable tool in helping you to consciously and wisely start building your family and financial legacy.

What's Included in the Legacy Builder Course

Legacy Builder VIDEO course + 25-page detailed workbook

1

How to build a lasting family legacy

In this phase, you'll learn:

  • How to create a family trust that protects and preserves wealth
  • Strategies to involve your children in legacy building
  • Implementing the Rockefeller Method in your family
  • How to automate paying yourself first
2

The Family Constitution

This phase covers:

  • Creating your Family Constitution document
  • Defining your family's legacy and values
  • Selecting and working with a Board of Trustees
3

Family Meetings and Retreats

You'll discover how to:

  • Set up productive family meetings that everyone enjoys
  • Establish family values and traditions that last
  • Create your family crest, mantra, and creed
  • Teach your children about money in age-appropriate ways

Get Started Today

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"Building a legacy isn't about what you leave behind—it's about what you build while you're here. The Legacy Builder Course gives you the tools to create something that truly lasts."
— Garrett Gunderson, Author of "What Would the Rockefellers Do?"