The Family Legacy Blueprint: A Calm, Practical Way to Plan Ahead
The Family Legacy Blueprint is a practical framework I created to help families get important things handled before a crisis forces rushed decisions. It brings together clear conversations, simple organization, and thoughtful planning so nothing essential is left unsaid or scattered. The goal isn’t perfection or speed—it’s reducing stress, protecting relationships, and giving families a clearer sense of direction, one step at a time.
Why the Family Legacy Exists
Most families don’t avoid planning because they don’t care—they avoid it because the process feels overwhelming or unclear. The Family Legacy Blueprint was created to slow things down and give families a calm, practical way to think, talk, and prepare together before pressure takes over.
If this feels like it describes where you are…
How the Family Legacy Blueprint Works
The Family Legacy Blueprint can be worked through in one of two ways.
Both follow the same framework and cover the same core material—the difference is the level of support.
There’s no “better” option. The right choice depends on how you like to think things through and what kind of support you want.Self-Guided (Workbook + Video Course)
Some people prefer to work independently and reflect at their own pace.
The self-guided option includes:
- A practical workbook that walks through each step
- Short video lessons that explain the ideas clearly
- Space to think, write, and revisit conversations over time
This option is a good fit if you:
- Like to process things on your own
- Prefer flexibility and privacy
- Want guidance without live sessions
- Are early in the thinking stage and not in crisis mode
This option may not be the best fit if you:Guided (90 Days, Working Through It Together)
- Feel stuck or overwhelmed
- Want accountability to keep moving
- Prefer talking things through rather than writing alone
Some people want support, structure, and reassurance as they move forward.
The guided option is a 90-day process, where we work through the Family Legacy Blueprint together at a steady, manageable pace.
It includes:
- Everything in the self-guided option (workbook and videos)
- Live online sessions with me over 90 days
- Time to ask questions and think through decisions with guidance
This option is a good fit if you:
- Carry a lot of responsibility for others
- Don’t want to figure everything out alone
- Value accountability and conversation
- Are ready to make progress but want support along the way
This option may not be the best fit if you:
- Prefer complete independence
- Aren’t ready to engage over a set period of time
- Are simply gathering information for now