My Money and Legacy

My Money & Legacy is a financial education and coaching brand focused on helping individuals and families improve their financial confidence and build a lasting legacy. Founded by a licensed financial professional, the organization draws on experience in investing, cash flow and debt management, business and tax strategies, retirement planning, life insurance, and legacy transfer. Its educational approach goes beyond basic financial concepts to help members understand how money works and apply practical strategies in their lives.

The brand offers a free membership with learning resources on improving monthly cash flow, using leverage to build wealth, investing, and developing a stronger relationship with money. Members can also explore life insurance strategies for long-term wealth building and family or business cash-flow banking. A free Financial Independence Tracker and Organizer helps users monitor and organize their financial journey. My Money & Legacy also provides coaching, services for creating a family bank and generational wealth framework, and support for independent insurance agents.