For Professional Advisors & Strategic Partners
Enhance Your Practice. Enrich Your Clients’ Experience.
We help clients uncover the why behind their legacy.
You help them implement the how with confidence and clarity.
Your Clients Are Making Important Decisions Without Clarity
Without that clarity, planning conversations can remain incomplete, and opportunities for deeper alignment may be missed.
🧭Bring Meaning Into the Planning Process
Legacy by Design™ helps clients clarify their “why”—so your guidance becomes more aligned and impactful.
Legacy by Design™ is a guided, reflective experience that helps clients express what matters most—before critical planning decisions are made.
Through structured inquiry and guided writing, clients gain clarity on their values, intentions, and desired impact—transforming abstract thoughts into meaningful direction. This clarity enables you to:
- Guide more purposeful conversations
- Align planning strategies with client intent
- Deliver outcomes that reflect both financial and personal priorities
When meaning is clear, every decision carries greater purpose.
🤝 Benefits to Your Practice and the Clients You Serve
🔗 Strengthen Client Loyalty
💬 Facilitate Purpose & Legacy Conversations
🌟 Differentiate Your Practice
🧭 Enhance Your Advisory Process
👨👩👧 Support Multi-Generational Engagement
🤝 Expand Your Value Proposition
🧭How Advisors Use the Course
1. Self-Paced Client Experience
2. Private Legacy Guidance
3. Small-Group Cohorts
4. Licensing & Bulk Access
5. 90-Day Guided Launch Program
🎯Who This Guided Launch Program is for:
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⚖️ Estate Planning Attorneys 📊 Wealth Advisors & RIAs 🧭 Financial Planners 🧾 CPAs & Tax Professionals
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🏦 Bank Trust Officers 🧬 Family Offices 🤲 Philanthropic Advisors 🌅 Non-profits & Foundations
🤝 The Guided Launch Program
A Low-Risk, High-Value Way to Experience the Course with Your Clients
The guided launch program helps you:
- Enhance client loyalty and relationship
- Deepen conversations around purpose, legacy, and planning
- Evaluate the best long-term partnership model
- Enhance your advisory process with meaningful reflection
- Strengthen multigenerational relationships
The guided launch program includes up to 10 client enrollments with 12 months of access for each client.
Our Mission
Aspire to Give empowers adults at life’s pivotal moments to make wise choices, rise above challenges, and thrive through change. We inspire them to lead themselves with purpose, give with intention, and embrace lifelong learning.
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Guided Launch Program
A simple, low-risk way to introduce Compose Your Legacy™ to your clients:
👥 $ 1,500 for up to 10 Client Enrollments.
📆 12 Months of Client Access
🎓 Advisor Onboarding & Walkthrough
🔐 Complete Client Privacy & Retention
🚀Best Initial Step for Evaluation
Tell us about your practice.
Cohort Learning
(Group of 5-10 Learners)
Cohort (Group) learning is the favored approach for adults, often provided by employers, foundations, and government organizations for workforce development, team-building, and professional growth. It combines three effective learning methods:
1. Discovering yourself
2. Learning with peers
3. Guidance from a success coach
This structure helps individuals gain personal insights, collaborate with others, and receive coaching in a supportive environment that fosters growth, encourages teamwork, and develops essential life skills for success.
Community Learning Groups
Peer learners, united by a common life transition, learn and support each other through shared experiences, empathetic engagement, and collective problem-solving. Community groups include veterans, young adults, recovering singles, and other common interest groups.
Lesson Exercises
Every course lesson includes a learning activity tailored to spark questions, foster reflection, and stimulate personal growth.
Success Coaches
Each cohort (group) of 8-15 learners is guided by an experienced, highly qualified Success Coach who serves as a mentor and resource. The Success Coach meets virtually with the group multiple times to enhance learning, guide learners, and answer learner questions.
Veterans Transition Empowerment Program
(V-TEP)
The V-TEP program of two bundled courses empowers veterans to chart their own unique path as they transition to civilian life. Join a supportive cohort led by an experienced coach, where veterans learn, share, and navigate the road to successful transition.
Four Pillars of Learning
The Academy’s innovative, inquiry-based curriculum centers on four key learning pillars:
1. Personal - tailored to the learner.
2. Positive - uplifting & supportive..
3. Probing - questions spark learning.
4. Practical - applicable to real-life.
Five Beliefs
1. Appreciate individuality
2. Give sincerely
3. Practice intentional generosity
4. Live with purpose
5. Choose wisely at life's junctures
Smart Goal Setting
Establishing specific, realistic, measurable goals in personal, family, career, and financial areas is crucial for navigating life transitions effectively. It creates clear guidelines for success during periods of change to craft your best life.
Coming Soon!
Digital Downloads
Each of the four courses of the series includes digital downloads of articles, research, references, and checklists that supplement the course video, workbook exercises, and cohort peer learning.
Crossword Puzzles
In addition to lesson exercises, each course includes 4 crossword puzzles as a fun way to learn the terminology. Being fluent in conversation with peers, coaches, mentors, and professional advisors is essential for successfully navigating life transitions.
Coming Soon!
Blog
Previous and new blog posts will enhance course and workbook content, equipping learners with extra references and resources on cutting-edge topics like the philanthropic frontier, effective financial generosity tools and strategies, and mastering life transitions throughout the lifespan.
Bundle #3
Legacy by Design
The Legacy by Design Program helps you give intentionally and generously to loved ones and special causes. Learn over a dozen financial giving strategies and how to avoid unintended consequences of financial generosity, evaluate nonprofit beneficiaries, and compose a legacy of love through letters capturing your aspirations, life-lessons, and values. Organize your personal affairs with this bundle, ideal for those with financial resources to share and in the sunset years of life. Legacy by Design is bundled courses #3 & #4.
Pivot to Purpose
Transition Program
Embark on a transformative journey with the two-course Pivot to Purpose Transition Program. Guided by a seasoned coach, adults navigating life transitions develop self-awareness, leadership, and renewed purpose and gain vital life skills to master life transitions.
7 Thinking Tools
In the Pathway to Purpose course, learners will enhance their decision-making skills with seven easy-to-use critical thinking tools. These tools will empower individuals to make more well-informed choices, allowing them to navigate life's challenges with greater confidence, comfort, and clarity.
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Success Coaching
Our Success Coaches use a Coach by the pull approach to mentor a group of 8-15 young adults, offering essential guidance, support, and resources. They hold periodic virtual group meetings and provide email support to help develop key life skills, ensuring every learner feels empowered and connected.
Meet Our Coaches
Highly trained and experienced coaches will lead the various life transition cohort groups, including military veterans transitioning to civilian life. Coaching profiles will be available on the Academy's website.
Seek, Ask, Give, & Do
We embrace an educational philosophy anchored in Reciprocal Benevolence, where learning flourishes as a natural outcome of mutual kindness and support:
- Seek with an open heart, and you shall discover knowledge.
- Ask with caring curiosity, and wisdom will be imparted to you.
- Give generously, and in return, gain deeper insights.
- Do share the kindness, empathy, and respect you desire.
We nurture wisdom through caring questions, deliberate generosity, and thoughtful kindness.