Welcome to the Legacy Wealth Accelerator! 

For high earners, business owners, and solopreneurs who want to optimize their finances, invest wisely, and build generational wealth.

✅ Bi-Weekly 1:1 Consulting Sessions (24 sessions over 12 months)
✅ Advanced Cash Flow & Business Finance Planning
✅ Debt Optimization & Leveraging Credit for Wealth-Building
✅ Tax-Efficient Investment & Wealth Strategy
✅ Long-Term Wealth Accumulation Planning
✅ Equity Compensation & Business Owner Wealth Strategies
✅ Retirement Planning & Passive Income Strategy
✅ Comprehensive Estate & Legacy Wealth Planning
✅ Unlimited Email & Text Access

📌 Perfect for: High-income professionals, solopreneurs, and business owners who are ready to build lasting wealth and financial security.

Disclaimer

The financial wellness consulting services provided by Traci Dority-Shanklin are for educational purposes only and do not constitute financial, legal, or tax advice. Every individual’s financial situation is unique, and past participant successes and testimonials are not indicative of future results. Your personal financial outcomes will depend on your individual efforts, circumstances, and commitment to the consulting process.

Traci Dority-Shanklin is a YNAB Certified Budgeting Coach, which means that she has been trained to coach people on using YNAB software and the YNAB budgeting method. She has met select requirements of You Need a Budget LLC in order to receive this certification, which means that she has the ability to competently coach YNAB to others. She is not an employee of YNAB, and all non-YNAB related opinions and recommendations are her own. Her views do not reflect the views of YNAB, its employees, or its affiliates.

It is recommended that you consult with a licensed financial advisor, accountant, or legal professional before making financial decisions.