Guiding You, From Goals
to Greatness.
At Legacy Partners International, we empower your financial and personal development through customized education, life coaching, and career guidance. We listen, understand, and help you craft a path toward a secure, prosperous future. Join us to build your legacy and thrive in every aspect of life.
Why should you work with us?
Holistic
Service Offerings
Legacy Partners International combines financial education, personal empowerment, and wellness coaching to transform your financial and personal life, fostering sustainable legacies.
Personalized and Vision-Driven Solutions
We tailor our services to fit your unique needs, ensuring each strategy aligns perfectly with your personal and professional aspirations.
Empowerment through Education
At Legacy Partners International, we simplify complex financial concepts, empowering you with the knowledge and tools needed for financial independence and success.
Who We Are
Legacy Partners International is dedicated to empowering individuals, businesses, and communities through a holistic approach to financial wellness, personal development, and legacy building.
The organization meets clients where they are, listening to their goals and helping create actionable steps toward a brighter future. By providing personalized financial education, life coaching, and career guidance, Legacy Partners International equips clients with the tools and support necessary to achieve long-term success and prosperity.
Our mission is to help clients transform their lives—both financially and personally—enabling them to retire comfortably, build lasting legacies, and thrive in all aspects of life.
Services We Offer
Smart Money Sessions
Caterpillar Foundation Plan
Learn the essentials of personal finance including budgeting, saving, and setting financial goals. This foundational session is ideal for beginners looking to establish smart financial habits early on.
Chrysalis Transformation Plan
Build on your financial knowledge with intermediate topics such as effective debt management and investment principles. This plan prepares you for significant financial milestones and long-term wealth building.
Butterfly Wealth Legacy Plan
Dive deep into advanced financial strategies including detailed retirement planning and wealth accumulation. This premium session focuses on achieving financial independence and establishing a lasting financial legacy.
Insurance & Protection Plans
Caterpillar Transformation Plan
An introductory workshop on the importance of income protection and basic life insurance options. Understand different strategies for income replacement and the foundational elements of life insurance.
Chrysalis
Growth Plan
Gain personalized insights into advanced insurance strategies tailored to your needs, exploring tax advantages and methods to safeguard income for future stability.
Butterfly Legacy Plan
A comprehensive workshop integrating income protection with broader financial planning such as retirement and estate planning. This session aims to provide a complete roadmap for financial security and peace of mind.
Career Planning & Job Placement Support
Caterpillar
Growth Plan
Start your career on the right foot with guidance on resume building, job search strategies, and professional development, designed for those entering the job market or seeking to improve their employment prospects.
Chrysalis Career Advancement Plan
Aimed at individuals looking to advance in their careers, this plan offers tailored job leads, interview coaching, and effective networking strategies.
Butterfly Career Mastery Plan
For those targeting executive roles or high-level positions, this comprehensive package provides one-on-one mentorship, leadership training, and strategic job placement support to ensure career success and advancement.
Retirement Planning & Benefits Counseling
Caterpillar Preparation Plan
An introductory session to retirement planning that helps you understand your current financial standing and begin planning for a secure retirement.
Chrysalis Growth & Transition Plan
Address comprehensive pre-retirement strategies and learn how to smoothly transition into retirement, focusing on tax advantages and income replacement.
Butterfly Legacy & Wealth Protection Plan
Combine retirement planning with estate planning to secure your financial future. This plan focuses on protecting assets and ensuring that your legacy is preserved according to your wishes.
Incentive Programs for Schools & Organizations
Tailored programs designed to enhance financial literacy and career preparedness among students and employees. These customizable sessions are crafted to meet the specific needs and goals of educational institutions and corporations.
What Client Say
"The Butterfly Wealth Legacy Plan with Tracy was a game-changer for our financial future. Before meeting Tracy, we felt overwhelmed with the complexity of planning for retirement and creating a lasting legacy. Tracy’s expertise in wealth accumulation and her personalized approach helped us understand and implement strategies that transformed our financial outlook. We are now on a clear path to a secure and prosperous retirement, all thanks to Tracy’s guidance and support."
James Smith
Office Manager
"I recently completed the Chrysalis Transformation Plan and cannot recommend it enough. Tracy's deep dive into debt management and investment principles opened my eyes to new possibilities for financial growth. Her tailored advice was incredibly valuable, enabling me to align my financial actions with my long-term goals. Tracy’s passion and knowledge made a complex subject approachable and engaging."
Rachel Lee
Office Manager
"Tracy's Caterpillar Growth Plan was the perfect starting point for my career. As a recent graduate, I found the resume and job search strategies she provided to be immensely beneficial. Tracy's approach is not just theoretical; she provides practical tools and techniques that have already helped me secure interviews. Her enthusiasm and professional insight have made a significant impact on my career trajectory, and I am grateful for her mentorship."
Michael Chen
Office Manager
Contact Us
At Legacy Partners International, we empower your financial and personal development through customized education, life coaching, and career guidance. We listen, understand, and help you craft a path toward a secure, prosperous future. Join us to build your legacy and thrive in every aspect of life.
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