People value
proposition.

The partners of Congealed Legacy are passionate about all people’s financial fitness and independence. We aspire to inspire people who have a range of needs, goals and objectives to better understand and take control of their finances. We consistently provide direction, some food for thought and action plans to everyone who desires financial independence one step at a time by indicating through conversations with one’s self and engagements with their advisors what financial planning learnings affect them on a daily basis. We help them to daily put the pieces of their financial puzzle together.

ORDER THE BOOK →

People value
proposition.

The partners of Congealed Legacy are passionate about all people’s financial fitness and independence. We aspire to inspire people who have a range of needs, goals and objectives to better understand and take control of their finances. We consistently provide direction, some food for thought and action plans to everyone who desires financial independence one step at a time by indicating through conversations with one’s self and engagements with their advisors what financial planning learnings affect them on a daily basis. We help them to daily put the pieces of their financial puzzle together.

ORDER THE BOOK →

People value
proposition.

The partners of Congealed Legacy are passionate about all people’s financial fitness and independence. We aspire to inspire people who have a range of needs, goals and objectives to better understand and take control of their finances. We consistently provide direction, some food for thought and action plans to everyone who desires financial independence one step at a time by indicating through conversations with one’s self and engagements with their advisors what financial planning learnings affect them on a daily basis. We help them to daily put the pieces of their financial puzzle together.

ORDER THE BOOK →

Advisor & business
value proposition.

At Congealed Legacy, we are passionate to serve and build our Financial Planning Profession by helping all advisors on a pursuit to consistently walk the life-long financial wellbeing journey with their clients who aspire for financial independence. We have developed a daily journal that indicates financial planning aspects to help advisors with ongoing holistic financial planning conversations initiated by advisor and client. Through these learnings, advisors and their clients are able to jointly put the pieces of the puzzle together through daily learnings, action plans and monthly trackers.

ORDER THE BOOK →

Advisor & business
value proposition.

At Congealed Legacy, we are passionate to serve and build our Financial Planning Profession by helping all advisors on a pursuit to consistently walk the life-long financial wellbeing journey with their clients who aspire for financial independence. We have developed a daily journal that indicates financial planning aspects to help advisors with ongoing holistic financial planning conversations initiated by advisor and client. Through these learnings, advisors and their clients are able to jointly put the pieces of the puzzle together through daily learnings, action plans and monthly trackers.

ORDER THE BOOK →

Advisor & business
value proposition.

At Congealed Legacy, we are passionate to serve and build our Financial Planning Profession by helping all advisors on a pursuit to consistently walk the life-long financial wellbeing journey with their clients who aspire for financial independence. We have developed a daily journal that indicates financial planning aspects to help advisors with ongoing holistic financial planning conversations initiated by advisor and client. Through these learnings, advisors and their clients are able to jointly put the pieces of the puzzle together through daily learnings, action plans and monthly trackers.

ORDER THE BOOK →

What you need to
know About Us.

At Congealed Legacy, we are partners with a love for the Financial Profession, doing what we do best: Building financial consciousness with passion for people. Our people-focussed approach to financial fitness embraces growth through consistently engaging all aspects of financial planning while inspiring people to aspire for a more improved financial wellbeing and lifestyle.

READ MORE →

What you need to
know About Us.

At Congealed Legacy, we are partners with a love for the Financial Profession, doing what we do best: Building financial consciousness with passion for people. Our people-focussed approach to financial wellbeing embraces growth through consistently engaging all aspects of financial planning while inspiring people to aspire for a more improved financial wellbeing and lifestyle.

READ MORE →

What you need to
know About Us.

At Congealed Legacy, we are partners with a love for the Financial Profession, doing what we do best: Building financial consciousness with passion for people. Our people-focussed approach to financial wellbeing embraces growth through consistently engaging all aspects of financial planning while inspiring people to aspire for a more improved financial wellbeing and lifestyle.

READ MORE →