Author of the Legacy on Purpose℠ Journal: A Celebration of Life, the Defining Legacy Group, LLC, exists to educate and empower, and to build stronger families through methodology that directs the family on a legacy roadmap of success. Through facilitated family meetings, vision is manifested across the generations building comfort in older generations that their children are capable, strengthening the resolve of the sandwich generation, and creating a sense of purpose in younger generations. Our job is to provide guidance. It isn’t to make decisions for clients, but rather to give them the tools they need to take control of things with confidence and make good decisions.
The Legacy on Purpose℠: A Journal That Celebrates Life is a journal filled with 59-weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on guiding principles, values, customs and wisdom you’ll share with your loved ones. It begins with you, the individual. Reflect on your life experiences, events, adventures, customs, guiding principles, and values. Write or draw your response to the exercises contained within. Most of all, celebrate life and legacy, and enjoy!
We offer two ways to experience the exercises in our Legacy on Purpose℠ journal.
Our full 59-week journal is for those ready to commit to an enriching year of exploring. Our four-volume edition allows you to focus on three to four months of exercises at a time, starting with Volume I, moving through each volume until you have completed Volume IV.
This journal will become your most powerful tool.
Lisa G. McCurdy, Esq., Founder and CEO, Defining Legacy Group, LLC and Managing Partner, The Wealth Counselor, LLC
Over the years of managing an estate planning law practice, Lisa has come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family, and this often proves to be a barrier to planning. In response, Lisa founded the Defining Legacy Group, LLC, Legacy on Purpose℠.The Defining Legacy Method℠ is a service designed to help multiple generations of a family create a unique Legacy Roadmap.
Without these multi-generational, meaningful forums that give voice, planning can lack intention and perspective, if you ever get around to planning at all. Let’s face it, most of us don’t enjoy discussing, death, dying, and disability.
“We were just looking for such a tool to connect with clients on a deeper level!”
National Financial Services Firm for high net-worth clients
Ah! They get it! The conversations before the drafting and planning are key! No; we don’t mean the listing of assets and identifying who gets what…when. We’re speaking of legacy defining conversations about your “why,” purpose, values, customs, and vision.
“I was struggling with doing my memoirs and now the book offers a different approach…”
Retired Accounting Executive and former wife of Founding CEO of one of the largest multinational pharmaceutical companies