The beliefs you hold about money are shaping your family’s future — whether you know it or not.
Before you can build generational wealth, you have to understand what’s been getting in the way.
Most of us inherited a relationship with money long before we could understand what money was. Scarcity thinking. Fear of investing. The belief that wealth isn’t ‘for people like us.’ That talking about money is rude or shameful. These patterns don’t just affect your bank account — they affect what you teach your children, the decisions you make, and the legacy you leave.
Call To Action
Money Mindset Assessment
Guided self-assessment to identify your specific money beliefs and emotional triggers
Generational Money Patterns
Understand where your family's money habits came from and how they've been passed down
The Wealth-Building Foundations Framework
Core principles that work regardless of income level or starting point
Rewriting Your Money Story
Practical exercises to shift limiting beliefs
Family Money Conversations Guide
How to talk about money with your family in a way that builds instead of breaks
90-Day Action Plan
Concrete steps to start moving in a new direction
Portia Wood is an estate planning attorney and founder of Legacy Wealth Institute. She has seen firsthand that the legal tools mean nothing if the mindset isn’t there to use them. She created this course because real legacy starts on the inside.
Mindset & Money Foundations — $67
↳ After purchase, you can upgrade to the Starter Essentials Bundle ($97) — which pairs this course with our top estate planning tools for a complete foundation.
Start Building — $67