Legacies. Developed.
We are inspired by an pursuit of enduring generosity—a desire to craft legacies that transcends time, weaving together wealth, wisdom, and purpose. Our mission is to empower individuals to shape their impact with intention, ensuring that their influence, values, and vision echo through generations.
To create a connection between your values and your agency to create in the present and the future. A feeling of personal development so deep and inspiring, it becomes addictive.
It’s the sense of personal agency meeting human capital.
It’s the feeling that causes your heart race and your face to smile as soon as you know you are committed to something greater than just yourself.
It’s the nervous sweat when you leave your comfort zone as you know you are more than existing, you are truly living.
It is Legacies. Developed.
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Brief History Of The Logo
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In 2014, Legacy Planning(c) introduced a new badge, in the shape of a clock at eight o'clock. In numerology, the number 8 is often associated with prosperity, success, abundance, balance, and leadership, representing the infinite flow of energy and the eternal cycle of giving and receiving.
2011 was the year the idea of a coaching and advisory firm took form, specific to the topic of legacies, and was three years in the education and planning process to understand what the market needed. In Feng Shui, gold symbolizes wealth, power, and good luck, while blue represents peace, stability, and tranquility.
Key Characteristics
1. Courage:
We believe anybody's legacy can be designed through one's willingness to personally develop.
2. Long Term Thinking:
We co-design legacy plans with clients through weekly coaching and advisory sessions so there can be a framework for the future.
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3. Big Picture Vision:
We are believe in inviting those closest to you into your coaching sessions because regular communication is key.
Critical Actions
1) Design a better future by learning from the past;
2) Define your values, guiding principles, vision, etc;
3) Develop your legacy based on this information;
4) Execute new goals each week for growth/accountability.
Founder
Over the past 25 years, while working in the Greater Los Angeles (California, USA) area, Angelina Carleton has worked with investors as well as entrepreneurs, founders, and Next Gen family members.
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Growing up in a military family (USAF, 05) allowed her the opportunity to travel globally while experiencing cultures in Europe, the Middle East and America – learning English as well as French, Turkish and some Spanish. Since she started her coaching and advisory practice, Legacy Planning©, her dedication to this work has gained her the recognition as a 2015 Los Angeles (LA Biz) Women of Influence as well as other awards, such as with World HRD Congress.
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Her biracial upbringing personalized the 'east meets west' dynamic, bringing it right to the kitchen table: lively structured debates taught her the skills of listening and understanding different perspectives while being entrenching in the importance of discipline and heritage.
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The core values of a growth mindset and personal development give Ms. Carleton a curiosity and a knowing of how to relate to each client with their specific needs. By leveraging her ability to listen at an L3 level (a Co-Active Coaching term), exploration with client happens in each session. Adding the coaching skill of intuition to the foundation of listening, Angelina can hold space for a client’s legacy vision and provide a path forward for their holistic legacy plan.
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Her dedication to uncover the client’s values, vision, and strengths enables her to be honest so as to provide realistic feedback. These insights are what is desired by certain clients who are surrounded by “yes” people on a daily basis or by those who simply may not know because they haven’t done the inner work.
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Angelina is a graduate of the Pennsylvania State University (Class of 2000) as well as the Co-Active Coaching Institute (6-month certification in 2014/Executive Education program, 6-week fundamentals, etc).
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Ms. Carleton is a 13th generation American on her paternal side with the arrival of English settlers who established themselves in Rowley, Massachusetts in 1638. Author on genealogy and New York attorney, Morrison DeSoto Webb, has documented the Carleton ancestry to 1066. Angelina wed in Dorchester, Ontario, Canada. Her values include justice, honesty, an appreciation of beauty and truth in all its forms.
