Legacy Strategy Session — VIP Family Experience


A premium, in-person planning session designed for families who value clarity, connection, and generational wealth.

This experience is more than a consultation — it’s a turning point for your family. What's included:

  • A private, family-centered session with Melissa

  • A custom legacy plan covering finances, vision, values, and

  • An educational presentation to guide everyone through the process

  • Ideal for multi-generational planning

Whether you're building a legacy or protecting one, this session brings everyone to the table — literally.

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Legacy isn't what you leave behind—it's what you live today. Let's plan for your future while embracing your present.

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