Stewardship Legacy Coaching |
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Stewardship Legacy Coaching™ extends beyond the dollar sign to help you accumulate lasting treasure and leave a lasting legacy.

What kind of legacy will you leave?

We help our clients in the following areas

How will the next generation be impacted by your decisions? Will you have prepared them to receive the inheritance you have planned for them? Our family is a precious inheritance from God who we have been entrusted with to provide more than just financial assistance. Discipleship in all the capitals of their lives is entrusted to us. Will we be faithful?

We were made to create and often times that might be in the development of a business that serves as a key part of our legacy. The basis for our business needs to be built on the foundation of biblical generosity. Preparing future leaders of our business helps our vision to last long past our ownership.

Everything we do is ultimately out of service to God and for His glory. Having a Kingdom mentality ensures we are not just investing for the here and now. Knowing we are accountable to invest for God’s Kingdom serves as a motivation to wisely steward all God has given us.

Dedicated to Excellence

Satisfied Client Stories

Knowledge and Experience

What We Do

Each one of us will leave a footprint from our lives for others to follow in – our legacy. There are five key areas where our legacy can be intentionally developed.

Faith-based legacy planning explores gifting to different ministries, leaving wisdom and guidance for the rising generations, and being sure that the resources you leave behind honor God in all aspects.

Tax Planning vs Tax Preparation. Learn how to structure your taxes in a way that makes an impact for eternity. “Render unto Caesar that which is Caesar’s…but NOT a penny more!” (Jeff Rogers)

The basis for our business needs to be built on the foundation of biblical generosity. Preparing future leaders of our business helps our vision to last long past our ownership.

It’s not how we start the race that ultimately matters, but how we finish. Exit planning, estate and succession planning all play vital roles to the legacy we leave behind.

Collaborate with and serve both ministries and donors, guiding both to better kingdom resources allocation.

Our Value to Clients

We are so confident in the Stewardship Legacy Coaching process that the Lord has blessed us with, that we guarantee clients who fit our Ideal Client Profile and engage us, that in the first 12-24 months they will save 5 times what they pay us in current income tax savings or at least 10 times what they pay us in estate or IRD tax savings!  Most prospective clients find this to be a compelling Value Proposition and engage us for the Stewardship Legacy Coaching process.