Coaching Book - Interior by Lifetogether Ministries

Foreword by Ron Blue Best-Selling Author and Financial Service Pioneer

Family Legacy by Design COACHING

TOM CONWAY & BRETT EASTMAN

Family Legacy by Design

Family Legacy COACHIING by Design

TOM CONWAY

INTRODUCTION | Understanding the Purpose of Legacy Coaching

Part 1: The Heart of Legacy

CHAPTER 1 | What Is Legacy?

• Legacy defined: More than money—it’s about values, character, and memories.

• Legacy received vs. legacy given.

• “Legacy by Design” vs. “Legacy by Default.”

CHAPTER 2 | The Purpose of Family

• God’s vision for multi-generational families (Psalm 78:5-8).

• Building strong family bonds through interdependence.

• Creating a foundation of shared faith and values.

CHAPTER 3 | Why Legacy Matters

• How daily life reflects your legacy.

• Avoiding common pitfalls like lack of communication or clarity.

• Embracing successful practices: open communication, shared values, and intentional modeling.

CHAPTER 4 | Biblical Stewardship

• Stewardship as managing God-given resources (1 Chronicles 29:11-12).

• The five uses of money: giving, living expenses, debt repayment, taxes, and saving.

• Keys to financial success: spending wisely, avoiding debt, building liquidity, setting goals, and acknowledging God as the source of all.

Part 2: Structuring and Living Your Financial Legacy

CHAPTER 5 | Building a Financial Legacy by Design

• Practical steps for financial stability:

• Budgeting, saving, and eliminating debt.

• Creating a vision for your legacy aligned with values and priorities.

CHAPTER 6 | Goal Setting and Financial Planning

• The importance of setting faith-based goals.

• Developing a financial roadmap:

• Net worth analysis, cash flow management, and saving strategies.

CHAPTER 7 | Investing Wisely and Protecting Assets

• Biblical principles of

• Long-term horizons, diversification, and seeking wise counsel.

• Life insurance as provision for the family

• Managing taxes with integrity and wisdom.

CHAPTER 8 | Tools for Financial Legacy

• Worksheets for evaluating net worth, cash flow, and debt.

• Practical action steps for estate planning:

• Understanding wills, trusts, and wealth transfer strategies.

• Checklists for preparing heirs and fostering family discussions.

Part 3: Passing on a Godly Legacy

CHAPTER 9 | The Art of Wealth Transfer

• Biblical principles of inheritance (Proverbs 13:22).

• Avoiding pitfalls in wealth transfer:

• Overburdening heirs or causing division.

• Passing on both wealth and wisdom.

CHAPTER 10 | Preparing the Next Generation

• Evaluating spiritual, financial, and relational health.

• Preparing heirs through communication and shared decision-making.

• Teaching generosity and stewardship.

CHAPTER 1 INTRODUCTION:

UNDERSTANDING THE PURPOSE OF

LEGACY COACHING

What is Legacy?

• Defining legacy beyond money: Ecclesiastes 7:11-12

• The connection between wisdom and wealth in building a legacy

• God’s charge to His people: A Biblical vision for families

• Legacy by design vs. legacy by default

Advisors, let me ask you a question: What drives your work? If it’s just about managing portfolios, protecting assets, or securing the best returns, then you’re missing the heart of what families really need. At the core of your role is something far greater: the opportunity to guide families toward building a meaningful legacy—one that endures for generations to come.

This book is about legacy coaching—a unique approach that goes beyond traditional advising to help families articulate their values, navigate complex decisions, and create a vision that outlives them. It’s about stepping into a role that combines your technical expertise with the skills of a coach, a facilitator, a mentor, or even a pastor.

• Understanding the role of a Legacy Coach in guiding families Legacy. Have you thought about yours? Have you helped your clients think about theirs? Maybe you want to step back even further and consider: what does that word specifically mean? Let’s start with a definition that the Bible and Webster can agree on. Legacy is, ”something that is received from someone who has died, something transmitted from an ancestor or predecessor.” This definition is given from the descendent’s perspective.

I want to spell this out here, so let’s look at it from the other angle, which is

WHAT IS LEGACY COACHING?

Legacy coaching is about more than dollars and documents. It’s about helping families answer the big questions:

• How can we pass down more than just money—things like faith, values, and wisdom?

• What impact do we want our wealth to have, not just on our heirs, but on the world?

• How do we preserve unity in our family while stewarding the blessings we’ve been given?

As a legacy coach, you guide families through these conversations, helping them design a purposeful plan that incorporates both their financial goals and their relational aspirations.

Why does this matter? Because without intentional planning, wealth is often a source of division instead of connection. Legacy coaching ensures families not only transfer their assets but also strengthen their relationships and pass down the things that matter most. This is the difference between legacy by design versus legacy by default.

THE BIBLICAL FOUNDATION OF MULTI-GENERATIONAL LEGACY

The work of legacy coaching isn’t just practical—it’s deeply rooted in biblical principles. Scripture repeatedly emphasizes the importance of multi-generational faithfulness and stewardship.

Psalm 78:5-7 (NASB) says,

“For He established a testimony in Jacob, and appointed

a law in Israel, which He commanded our fathers to teach to their children, So that the next generation would know, the children yet to be born, that they would arise and tell them to their children, So that they would put their confidence in God and not forget the works of God, but comply with His commandments.”

Proverbs 13:22 reminds us that “a good person leaves an inheritance for their children’s children.” These verses speak to more than just financial inheritance—they highlight the responsibility to pass down faith, wisdom, and values that honor God and serve His Kingdom.

Legacy coaching aligns with this Biblical vision, equipping families to see their wealth as a tool for impact and their relationships as a reflection of God’s love. As advisors, we have the privilege—and the responsibility—to guide them in this holy work.

SETTING THE STAGE FOR A UNIQUE APPROACH

What makes this approach to legacy building unique is that it doesn’t start with money. It starts with people. Legacy coaching focuses on understanding a family’s values, dreams, and challenges before diving into the technical aspects of planning.

You’ll learn how to lead family conversations, facilitate family meetings, craft mission statements, and address sensitive dynamics with grace. You’ll also see how to blend your technical expertise with relational insights, creating a plan that serves the family as a whole—not just their financial goals.

This book offers practical tools and real-world stories, but it also invites you to embrace a new mindset. Legacy coaching isn’t just another service you provide—it’s a ministry of presence and

guidance that can transform the families you serve.

WHY THIS MATTERS NOW

We’re living in an unprecedented time of wealth transfer, with trillions of dollars set to change hands in the coming decades. Yet research shows that without careful planning, most families lose their wealth—and their unity—within three generations. You may have heard the well-known phrase “shirtsleeves to shirtsleeves in three generations.”

As advisors, you’re uniquely positioned to change that narrative. You can help families move from default to design, from division to unity, and from a focus on material wealth to an emphasis on lasting impact.

LET’S GET STARTED

This work isn’t for everyone—it requires patience, humility, and a willingness to step into deeply personal spaces. But for those willing to take on the challenge, it’s some of the most meaningful work you’ll ever do.

Legacy coaching isn’t just about securing a family’s future; it’s about helping them live out their God-given purpose. It’s about showing them how to steward their blessings in a way that honors God, strengthens relationships, and leaves a lasting impact.

So, let’s begin. Together, we’ll explore how you can become the kind of advisor families trust and rely on to guide them through the most important conversations of their lives. You’re not just building wealth—you’re building legacies, and that’s a calling worth embracing.

“I have spent a lifetime, equipping and encouraging advisors to faithfully steward the families God has entrusted in their care. Legacy By Design provides a simple, transferable and proven system and strategy to turn this vision into a reality.”

Ron Blue

Family Legacy by Design

COACHING

The Legacy By Design main course and curriculum is a six week overview of the principles and practices needed to help a Christian financial advisor lead their families by design and not by default. Once they complete the main Legacy By Design course, they could study any one of the follow up series in any order they choose. In addition, if they complete the Legacy By Design 6–9 volume courses they could receive a Family Legacy Coaching certification similar to the Kingdom Advisor certification.

TOM CONWAY

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