Legacy Coach®

As a Certified Financial Planner and Legacy Coach®, with over thirty years of experience, Guy has walked alongside thousands of individuals, families, and businesses guiding them as they plan for life’s transitional seasons.

Guy’s passion is to help others build and manage well both their tangible and intangible wealth. He feels a strong call and responsibility to coach individuals, families and business owners through the process of legacy planning which may include business transition planning, and estate/financial planning.

Guy’s five-step program includes five family coaching sessions where he walks together alongside the family through the process of establishing their Family Plan. The five three-hour sessions include:

An overview of the process:

• Individual personality, strengths, and Spiritual Assessments
• Coaching on giftedness
• Establishing and defining family core values
• Family relationships and effective communication
• Discovering God’s vision for your family
• The components of establishing your family brand
• Creating a Family purpose statement
• How best to structure your family assets
• Create a fully defined family plan

You will also have the opportunity to create your family’s own unique “Coat of Arms.”