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If you...
- are concerned wealth could vanish in just a few years of mismanagement...
- stress about your financial support enabling your young adult rather than empowering them...
- fear your hard-earned wealth won't fulfill your purpose when your young adult isn't equipped to carry it out....
Introducing The Legacy Fellowship
Group Cohort
- Live, interactive online instruction on real-world money management
- Exclusive guest speaker sessions with industry experts in wealth & finance
- Structured peer discussions to build financial confidence among like-minded young adults
- Physical workbook & reading materials shipped directly to your door
- Ongoing accountability options to keep momentum going after Week 7
Guided Track
Includes everything in the Group Cohort Plus
- 3 private, 1-on-1 sessions with a Certified Financial Therapist (CFT-I™) focused on personal money scripts, habits, and obstacles
- Safe, 100% confidential space off-platform for your young adult to discuss personal family dynamics and anxiety without peer pressure
- Customized personal action plan built specifically around their individual goals, values, and career/life path
- Direct expert guidance to build long-term independence and personal accountability
Satisfaction Guarantee
We are committed to delivering exceptional financial training for the next generation. If at any point during the program you feel it has not met your expectations, contact us for a prompt and complete refund.
About Katie Diehl, AFC®
The Instructor
Managing capital requires a completely different skill set than creating it. Without a clear framework, external pressures can easily lead young adults off course. This program was built to tackle exactly that.
My sole focus is equipping the next generation with practical judgment, habits, and stewardship skills. I do not manage family assets, take commissions on investment portfolios, or sell insurance products.
As an Accredited Financial Counselor® (AFC®), I have personally guided more than 600 families through 1-on-1 financial counseling, and have designed and delivered foundational financial programs for countless adults and teens