Our Vision
At Wealth In Legacy Lab, we aim to empower individuals and families to build and preserve wealth for future generations. Our approach combines innovative financial strategies with personalized guidance to ensure lasting legacies.
Our Services
Service 1 – Consulting for Financial Literacy Programs
We help churches, schools, and organizations design and implement high-impact financial literacy programs that change lives. From curriculum development to community engagement strategies, we ensure your program drives real results.
Service 2 – Financial Coaching for Individuals & Families
Personalized, one-on-one or small group coaching to help you master budgeting, debt management, investing, and long-term wealth planning. We meet you where you are — and guide you to where you want to be.
Service 3 – Organizational Strategy & Training
We equip leaders and teams with the financial tools and frameworks they need to empower their members, employees, or constituents to build lasting wealth.
How We Work
- Discover – We listen to your goals, challenges, and vision.
- Design – We craft a customized financial literacy program or coaching plan.
- Deliver – We launch your plan with engaging content and actionable steps.
- Develop – We track progress and refine your strategy for long-term success.
Why Wealth in Legacy Lab
- 20+ years of experience in financial services, sales, and education.
- Expertise in both personal and institutional wealth strategies.
- Culturally relevant and community-centered approach.
- Programs designed for immediate application and lasting change.
Testimonials
“Wealth In Legacy Lab helped me create a clear path to leave my children more than just memories — I’m leaving them opportunities.” - Jane Doe
Let's Build Your Legacy Together
