Financial & Estate Planning

At Leaving Legacy Management Group, our approach to managing our clients’ financial and estate planning needs is centered around personalized care and support. We simplify the process by providing dedicated guidance and attention every step of the way.

First, we take the time to listen and understand your unique financial goals and concerns. We believe that effective management begins with building a strong client-advisor relationship based on trust and open communication.

Once we have a clear understanding of your needs, we develop a tailored plan that aligns with your goals. We simplify complex financial concepts and legal terms, ensuring that you fully understand the strategies and options available to you.

As your financial and estate planning coach, we guide you through the implementation of your plan. We break down the steps into manageable tasks and provide practical tools and resources to simplify the process. Our aim is to empower you with the knowledge and confidence to make informed decisions.

Throughout our partnership, we regularly review and monitor your progress. We help you stay on track and make adjustments as needed. We provide ongoing support and guidance, ensuring that your financial and estate plans are always up to date and in line with your evolving needs.

In addition to managing your financial and estate planning, we also connect you with trusted professionals in our network. Whether you need legal advice, tax assistance, or other specialized services, we simplify the process by coordinating and collaborating with these professionals on your behalf.

Our commitment to managing our clients extends beyond the financial aspect. We understand that estate planning involves sensitive matters, and we handle your personal information with the utmost care and confidentiality. We strive to create a supportive and safe environment where you can openly discuss your concerns and receive the guidance you need.

By managing our clients’ financial and estate planning needs, we simplify the complexities and help you achieve peace of mind. Our dedicated approach ensures that you receive the personalized care and support necessary to navigate the financial landscape with confidence and clarity.

Financial Coaching

Financial coaching offers the benefit of personalized guidance and support to help individuals gain control over their finances, make informed decisions, and achieve their financial goals. With a financial coach, clients can develop a clear roadmap, build financial literacy, and receive accountability, ultimately leading to increased confidence, reduced stress, and improved financial well-being.

Estate Planning

We teach clients how to prepare their estate plan by providing step-by-step guidance through the process. Our coaching includes educating clients on essential estate planning components, helping them identify their goals and wishes, and working together to create and implement the necessary legal documents, ensuring their assets are protected and their legacy is preserved.


Our coaches assist our clients in retirement planning by helping them determine their retirement goals, analyzing their current financial situation, and developing a personalized retirement strategy. Through our coaching, we guide clients in maximizing their retirement savings, navigating retirement account options, and creating a comprehensive plan to ensure a secure and fulfilling retirement.

Document Automation

Our document automation service creates essential estate planning documents for client. Our system streamlines the process, making it quick and easy for clients to generate legally binding documents such as wills, trusts, and power of attorney forms. Clients can ensure that their final wishes are properly documented and that their assets are distributed according to their wishes. Our platform is designed to save time and eliminate the need for costly legal fees associated with traditional document preparation methods. 

Risk Management

Leaving Legacy Management Group coaches teach clients how to manage risk by providing comprehensive education on risk management principles and strategies. Through personalized coaching, we empower clients to identify and evaluate potential risks, develop risk mitigation plans, and implement appropriate insurance coverage and other risk management tools.

Financial Protection

Our financial and estate planning coaches assist clients in understanding the importance of financial and estate protection. We provide guidance on implementing measures such as insurance coverage, emergency funds, and estate planning documents to safeguard their assets and ensure their financial security, even in challenging circumstances.