What is a "Discovery Session"? A Legacy Begins In The Mind.

A coaching "Discovery Session" in legacy planning is a vital first step for individuals looking to secure and manage their individual as well as family’s future. This session is designed to help clarify goals, identify values, and establish a foundational understanding of your personal brand as well as legacy's needs. Let's dive into what this session entails and why it's important.

Understanding Holistic Legacy Planning

Traditional legacy planning involves making decisions about how your assets will be managed and distributed after your passing. (This is why most people in society associated 'legacy planning' with either death or money). It encompasses everything from financial assets to wills to financial "Power of Attorney" documents to "medical POA's" and these days, whether you might like to sell that "whole life insurance policy" in a life settlement.

Beyond just the distribution of property, holistic legacy planning can also reflect the intentions you wish to leave behind and the establishment of shared values while you are still alive. This design process of planning, alone or with a trusted coach or advisor, can include your guiding principles, victory stories, best life and business lessons, and even the best practices you hold dear. Best practices can include morning and evening rituals, to start and end your day well, to specific metrics around personal development.

By understanding what made you successful in habits and mindset as well as what you would like to leave behind for others, individuals can approach this topic with an open mind that there is so much more to create beyond just survival and signed legal as well as financial documents. This readiness and interest to want to design a beautiful legacy is a journey that is both meaningful as well as vulnerable because your life, identity and history is more than just "news, sports and weather" conversations (even if you would like to buy a sports team). Holistic legacy planning allows you to look at your life as a whole and make deliberate choices that align with your vision for the future... in one business strategy known as "backwards planning".

What to Expect in a Coaching "Discovery Session"

During the session, you might be asked new questions to find new answers around your 'legacy' goals, core as well as aspirational values, and ideally, what you would like to do with your time and money if you have full freedom of choice. This helps tailor the time and planning process to your unique identity as well as needs.

Expect to share your biggest dreams as well as obstacles - whether internal fears or an external lack of support. The coach is there to bring to the surface both your short term and long term ideas, desires and hopes for your legacy, ensuring that every "wouldn't it be nice?" aspect is captured. It's the "wouldn't it be nice?" list that fills hearts and gets people excited about waking up each day.

Some individuals plan their legacy for the next 250-350 years but it's the first step of your journey that matters ... in you simply showing up time and again to find the next steps of clarity and to document your journey as an evergreen asset.

The coaching space should be one that is safe, friendly and open, allowing you to reflect on your thoughts and feelings without any pressure or pretense. You'll also explore who might have to become, in new skill sets and capacities, in addition to taking new actions from the norm of your business, career and/or investments.

What makes this session truly special is that it’s just the beginning of a meaningful journey that most people never invest in ... even though it pays dividends in tangibles and intangibles. More inner peace with a plan starting to form, emotional fulfillment and satisfaction, as well as a newfound freedom in aligning your future actions. You will leave with a clearer vision, knowing that your legacy is being crafted with intention.

Key Components of a Discovery Session

The session typically includes a lot of listening so as to ask the right questions for and of your current scenario, discovering or uncovering your core values, and setting specific goals for your legacy. This groundwork is essential for effective planning.

While a financial planner or wealth manager will evaluate your financial status, I as a Co-Active Coach will dive into the the emotional and intellectual aspects of your legacy. What's holding you back? How's your self worth and confidence level in this area? This holistic view allows for deeper insights into what you want to achieve so it can be completed sooner than later.

In addition to identifying and understanding your values and goals, this first session will explore how you feel about change if you have to step up in new ways to face and overcome challenges that exist and could arise. This proactive approach prepares you to address these concerns head-on compared to procrastinating them or leaving them to assumptions or presumptions.

The ultimate goal is to create a legacy plan that honors your values so your life isn't remembered by default only or assets/liabilities on a spreadsheet. Every component discussed during the session serves this purpose and is kept confidential in the nature of coaching.

Who Should Consider a "Discovery Session"?

Anyone looking to create a legacy that reflects their values and desires should consider a Coaching Discovery Session. It’s particularly beneficial for individuals with wealth that may pass on an inheritance to a spouse/children, family business members of any generation, entrepreneurs about to sell a business, successful celebrities, professional athletes, or anyone with complex situations with significant assets. It used to be that about 2/3rd's of today's affluent were and are self-made and today, it appears to be inching up to 90%.

Unless you have family and friends willing to go on this journey with you, in their having done the work. where do you go to think this through? So it doesn't fall through the cracks.

If you have children, a business, or generational wealth, a Discovery Session can help you address these specifics. You deserve a legacy that is as unique as your life story. And many millennials as well as Gen X and Y are willing to explore these conversations in courage to come out stronger and build upon their good decisions of the past.

Even individuals at different life stages can benefit. Whether you're starting out, mid-age, or in/nearing retirement, understanding your legacy as crucial at any age because of what only you can distill and influence with your family, society and anyone whose watching.

Ultimately, if you care about how you lived as much as how you will be remembered and the impact your life has on those you care about, a Coaching Discovery Session is the perfect first step towards your meaningful legacy. You don't have to plan, design and build it alone.

Wrapping It Up

In conclusion, a Coaching Discovery Session is a valuable opportunity to explore your legacy vision in-depth. It sets the stage for knowing what your wishes are, ensuring that they are fulfilled and being in integrity with your values; this provides peace of mind for anyone no matter their demographic.