Financial intelligence training
for organizations and individuals

Grow your income by helping others prepare for financial uncertainty


Learn how to live, lead and leave your legacy.
Click Here


Services designed to assist you in defining and achieving your legacy goals.
Click Here


Resources created to help you define, develop and achieve your legacy.
Click Here

Prepare. Plan. Prosper.

We are living in unprecedented times now with a new reality upon us.

With state of emergencies, quarantines, restricted business practices and social distancing, the antidote to crisis is preparation.

Uncertainty is the new reality with clouds of doubt casting darkness on the outlook for all careers, businesses and industries alike.

Are you and your organization prepared?


Our comprehensive professional assessments are designed to guide us in developing your custom legacy plan.

Find out your financial intelligence quotient


Best-in-class virtual certifications

Financial Literacy

Understand and organize your Financial Life™ with our own Do-it-yourself training curriculum.

Financial Life Professional™

Learn how to get your relationship right with money. Earn your Financial Life Professional™ Certificate to help yourself or others lead a Great Financial Life™

Real Estate Investment

Learn the skills and strategy in starting, growing, stabilizing or exiting a Real Estate Investment portfolio.

Learn How To Be a Money Mentor

Whether you are a Real Estate Agent, Mortgage Broker, Tax Professional or Life Coach, you can learn how to help guide existing clients along the path of financial independence.


Leverage the experience of our network of experts

Hire a Financial Life Professional™

Contract the services of a certified Financial Life Professional™ that is ready and waiting to lead you in a Great Financial Life™, a life that is whole, complete, and performing financially.

Real Estate Portfolio Advisory

Hire a professional Real Estate Advisor to help develop skills and strategy whether you are starting, growing, stabilizing or exiting a Real Estate Investment portfolio.

Business Services & Strategy

Hire a business professional to help create a structure, plan and map to moving your business forward and beyond the current metrics and performance you are experiencing today.

Licensed Professionals Network

Get access to our international network of expert Realtor, Mortgage, Insurance and Investment advisors.


Explore our suite of proprietary solutions

Financial Life™ Planning

In order to prosper you need a plan. Our financial planning tools will get you back on the path to a Great Financial Life™.

Legacy Planning

Leave a legacy to be proud of, one that springboards the next generation into financial prosperity by providing a solid foundation from which to grow and thrive.

Cashflow Planning

Learn the skills and strategy in starting, growing, stabilizing or exiting a Real Estate Investment portfolio.

Business Solutions

Need a business development solution but do not know where to start? Get our customized business solutions program that gives you all the tools to get your business thriving in a digital age.

Strategic Alliances

Driving education, services and products for leading brands

Learn how Legacy can help you.
Speak with someone today.