About

Wife ~ Mom ~ Friend ~ Inheritor ~ Legacy Coach/Consultant

I get excited about wellness, genuine people, sunshine, unconditional love, learning new things, being active outdoors, Italian greyhounds, family, dark chocolate, good friends, grain-free recipes that taste like the real thing, the ocean, good books, authentic faith, solid TED Talks, & helping other people succeed.

As a Coach, I Empower Families To:

  • Process the opportunities and obstacles of family wealth
  • Increase leadership capabilities in rising generations
  • Improve family communication
  • Initiate effective multi-generational family meetings
  • Develop a strategic plan for the transfer of wealth across generations

As a Consultant, I Empower Advisors to:

  • Understand the opportunities and obstacles of family wealth
  • Connect authentically with rising generations of client families
  • Plan and conduct effective multi-generational family meetings
  • Engage in conversations with clients about, not just preparing the assets for the family, but preparing the family for the assets

As a Writer, I Empower Readers to Grapple With:

  • Legacy
  • Purpose
  • Wisdom in Wealth
  • Sacred Serendipity

let’s stay connected!

Twitter: @KristenHeaney

LinkedIn: http://www.linkedin.com/in/legacylifecoach

 

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