From Accumulation to Alignment
Building a True Legacy Through Financial Clarity, Retirement & Beyond
Helping individuals and couples navigate life transitions with financial clarity, intentional living, and purpose.
A true legacy isn’t just what you leave behind. It’s how you live today.
Complimentary introductory call
About TrueLegacy Advisory...
My Philosophy...
I believe financial decisions are life decisions.Money is a tool, not the finish line. Time is finite. And the most meaningful outcomes come from aligning resources with values, especially during seasons of change.At TrueLegacy Advisory, we will focus on thoughtful progress, not perfection. Simple frameworks over complexity. Conversations over prescriptions.Because building a true legacy isn’t about optimizing numbers.
It’s about living well, with intention, across every season of life.
What I Help With...
I help individuals and couples make thoughtful, confident decisions about money and life across different seasons.My work generally falls into two connected areas.
Personal Finance Coaching-this is about building a strong foundation and reducing financial stress day to day.I help with:
- Creating clear, realistic budgets and cash-flow plans
- Reducing debt and improving financial flexibility
- Building healthy money habits that last
- Simplifying accounts, systems, and decisions
- Gaining confidence in everyday financial choices
Retirement & Other Major Life Transition Coaching-this focuses on aligning resources with what matters most as priorities shift.I help with:
- Navigating the retirement runway and early retirement years
- Shifting from accumulation to alignment
- Clarifying how you want to spend your time, energy, and money
- Adjusting to identity, schedule, and relationship changes
- Making intentional decisions in this next season of life
While the focus may differ, the goal is the same:
to align your financial resources with the life you want to live.
Who I Work With...
I work with individuals and couples who want to be more intentional with their money, time, and life decisions.
Many of the people I work with:
- Want clarity and structure around their finances
- Feel capable but uncertain about what’s next
- Are navigating a life transition such as a career change, retirement, or an empty nest
- Prefer thoughtful guidance over quick answers
- Value simplicity, alignment, and intentional choices
Some are focused on strengthening financial habits today.
Others are on the retirement runway or adjusting to life beyond full-time work.
What they share is a desire to move from doing what’s expected to living with greater alignment and intention.
What Others Are Saying...
I’m grateful for the opportunity to walk alongside people as they navigate important financial and life transitions.Here’s what others have shared about our conversations and work together:
Doug’s deep financial knowledge, clear communication, and genuine care for the people he serves made a huge difference for us. He helped us gain financial clarity, direction, and confidence as we transitioned into retirement.
— Tim and Kathy Whaley, Mesa AZ
How It Works...
My approach is simple, thoughtful, and conversational.It starts with a complimentary consultation. There’s no pressure, no sales pitch, and no obligation to move forward. This initial conversation is simply a chance to connect, listen, and see if working together makes sense.1. Start with a complimentary conversation
We begin with an open, low-pressure conversation to understand where you are today, what’s working, and what feels uncertain. This is about listening, not diagnosing or prescribing.2. Clarify what matters
If we decide to move forward together, we take time to clarify priorities around money, time, relationships, health, and purpose. This step often brings clarity people didn’t realize they were missing.3. Align decisions to values
From there, we align financial choices, spending, habits, and life decisions to what matters most to you. This is where accumulation gives way to alignment.4. Adjust and support over time
Life changes. Markets change. Priorities shift. We revisit decisions, make small course corrections, and keep things simple and intentional as you move forward.The goal isn’t perfection.
It’s confidence, clarity, and progress that fits your life.
No pressure. No sales pitch. Just clarity.
Ready to take the next step? Let’s talk!Click on the Calendar Icon below to schedule a session...
TrueLegacy Advisory LLC
Email: [email protected]
© 2025 TrueLegacy Advisory LLC. All rights reserved.
Once we’ve agreed on the best coaching option for you, you may select a payment method below...
All payments are secure and transparent. No hidden fees.
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Option 1 — Pay with Zelle (Preferred)
Send $200 to: [email protected]
Memo: Your Name – 1:1 Coaching Session
Option 2 — Pay with Debit, Cash App, Credit, Crypto, Klama or Link (Stripe)
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Your subscription includes one coaching session per month, ongoing support via text/email, and exclusive resources to help you grow. Billing is automatic and you may cancel anytime.Pay with Debit, Cash App, Credit, Crypto, Klama or Link (Stripe)
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Refund Policy:
All coaching payments are non‑refundable. Your payment reserves dedicated time, preparation, and resources for your coaching experience. If TrueLegacy Coaching ever needs to cancel a session, you will be offered a full refund or the option to reschedule at no additional cost.
Cancellation Policy:
You may reschedule your session up to 24 hours in advance at no charge.
Cancellations made with less than 24 hours’ notice are not eligible for rescheduling or refund, as that time has been reserved specifically for you.
For monthly coaching clients, missed sessions do not roll over to the next month.
No‑Show Policy:
A “no‑show” is defined as not joining your session within the first 15 minutes.
No‑shows are not eligible for refund or rescheduling.
If you experience an emergency, please reach out as soon as possible — exceptions may be made at the discretion of TrueLegacy Coaching.