FamilyLegacy Coaching Specialty& BusinessSeries
July29th,2025 Presentedby
VisionOverview&Strategic FundingProposal
ForaslongasIcanremember,we’ve talkedaboutcreatingaFamilyLegacy CoachingSpecialtySeries.Whilewe alreadyofferthefoundationalFamily LegacyCoachingProgramforadvisors andtheFamilyLegacybyDesignseries forfamilies,thisnext-levelspecialty concepthasneverbeenformally budgeted untilnow.
There’sstrongpotentialthateitherthe WallacebrothersorRickwould championthisnextphase.Itwouldbe extraordinarytobringthistolife.
WhyThisMatters
Manyofthelargestandmostinfluentialfamiliesinthecountryalreadyworkclosely withsixspecificcategoriesofprofessionals—whocouldgreatlybenefitfromour certificationmodel:
Eachofthesegroupshasactive,trustedrelationshipswithlegacy-mindedfamilies.By creatingaspecializedvideo-basedseries—withtestimonies,teaching,andguided coaching wecouldcertifytheseprofessionalstoservefamiliesmoreholistically.
“Legacyisnotjustaboutwealth transfer it’saboutwisdomtransfer.”
Weenvisionahigh-impact approachwhere: RickleadstheAccountant module MichaelKinghoststhe Attorneymodule DonBrownpotentially championstheFamilyOffice module
Wesimplychoosearespectedchampion foreachaudience,createacorecohort, andlaunchtheproduction.
ProjectScope &CostStructure
Eachspecialtyserieswouldinclude:
Professionallypublishedtradebook
Full-colorcompanioncurriculum
Six-sessionvideomasterclass
Costperseries:$150,000
Totalforsix:$900,000
Weproposelaunchingwitha30%deposit ($300,000),withremaininginstallmentsdue January1,2026andApril1,2026.
WATCH:BlueTrust–Visionfor ServingFamiliesofWealth
Thisinitiativealignswithwhat topChristianadvisoryfirmsare doingtopreparefamiliesfor multigenerationalimpact.
PhilClemens+Business byDesignSeries
WealsohaveauniqueopportunitytoengagePhilClemens.Itwouldbepowerfulto tellhimonournextcallthathisseriesisalreadyfunded.
Werecommendlaunchingtwoadditionalseries:
1. FamilyLegacy
BusinessbyDesign: AdvisorEdition
2.FamilyLegacy
BusinessbyDesign: FamilyEdition
Eachincludes: Tradebook
Companioncurriculum Masterclassvideoseries Lightmarketingsupport
Costperseries:$200,000
Totalforboth:$400,000
Initialdeposit:$120,000(30%),with follow-upsonJanuary1andApril1.
Theseofferingsallowustoserve familieswrestlingwithsuccession, generationalwealthdecisions,and legacycontinuityfrombothpersonal andbusinessperspectives.
PhilClemens+Businessby DesignSeries
KINGDOMLEGACY:
BuildingaGodHonoringFamily Enterprise
Howtocrafta multigenerationalvision rootedinbiblicalvalues, purpose,andintentional planning
Kingdom Legacy
THEFAMILY CONSTITUTION: WritingtheRulesthat OutliveYou
Aframeworkfor documentingfamily values,roles,decisionmaking,andconflict resolution
KINGDOMFIRST, FAMILYALWAYS: AligningBusiness GrowthwithFamily Flourishing
Howtoscale withoutsacrificing relationships,rhythm, orwhatmattersmost
The Family Constitution
Kingdom First, Family Always
CALLINGAND
CONTRIBUTION
HelpingEachFamily MemberFindTheir God-GivenRole
Discoveringidentity, passion,andpurpose beyondthebusiness
Calling & Contribution
CRISISAND REDEMPTION
Faith,Family,and BusinessintheFire
Howtowalkthrough trialstogetherand comeoutstronger— spirituallyand relationally
Crisis & Redemption
THEPOWEROF PRAYERINTHE BOARDROOM
Practicestoinvite God'swisdominto businessplanning, conflict,and decision-making
GUARDINGTHE GATE:
ProtectingYourCulture, Convictions,andFamily Name
Establishingspiritual andethicalguardrails forbusinessdeals, media,andpartnerships
Guardin the Gat
GENERATIONAL TRANSFERWITHOUT GENERATIONAL TRAUMA
Healingthehidden woundsandcreatinga safefoundationfor legacytocontinue
FINISHWELL: ExitPlanning,Estate Strategy,andtheEternal ReturnonInvestment
Designingyourexitnot justforvaluation,but forlegacy,purpose, andpeace
Long-termVision:Reaching100,000+
ChristianFinancialProfessionals
WhileRickdoesn'tneedtobedirectly involvedinthisnextphase,weare evaluatingbuildingoutanational ChristianAdvisorNetworkPlatform.
Estimatedcost:$200,000over12 months
Thisinitiativewouldallowustoexpand farbeyondthecurrent3,600CKAsin KingdomAdvisors.Withfocused marketingandpartnerships,we anticipatescalingto:
50,000Christianfinancialadvisors Upto100,000+Christian professionalsincludingCPAs, attorneys,andwealthmanagers
StrategicImpac
Byproducingtheseresources,wewi
Equiptrustedadvisorstocoacha counselfamiliesmoreholistically Providefamilieswithtoolsforbus estate,relational,andspiritualleg Accelerategrowththroughscala certificationandlicensing Multiplyclarity,communication,a generosityacrossgenerations
TheFamilyLegacyCoachingSpecia willbeafirst-of-its-kindinitiative p ustobecomethepremiertrainingp forChristianfinancialprofessionals.
WATCH:JohnMaxwell–LegacyIsInfluence “Successiswhenthosewho knowyoubestrespectyou
