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Legacy Ladder®

Client Centered

"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet

With timely and trending topics, every rung on our Legacy Ladder® brings participants closer to the life and the legacy they envision.

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Woman's Window to Wealth<sup>&#174;</sup>

Woman's Window to Wealth®

Providing a  financial lens for environmentally and socially conscious women.

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Makin' Money Moves

Makin' Money Moves

An aged-based financial literacy program for younger generations.

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Black Briefcase<sup>&#174;</sup>

Black Briefcase®

 Providing Black professionals with tools that lead to financial success.

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