Create More Than Income — Create a Legacy.

A transformative program for families and individuals ready to build wealth, protect it, and pass it on for generations to come.

At Beyond the Books Academy, we believe wealth isn’t just about money — it’s about knowledge, values, ownership, and long-term vision. Our Legacy & Generational Wealth Building Program was created to help families break the cycle of financial survival and step into a life of intentional planning, ownership, and lasting impact.

This program is for anyone who wants to build something that lives beyond them — whether that’s a business, a trust, a mindset shift, or a multi-generational blueprint.

What We Teach: Real-World Legacy Education

Our curriculum blends financial empowerment with mindset coaching, credit education, and long-term planning tools to help you build and protect assets, educate your children, and create systems that outlast your lifetime.

Core Topics Include:

• Personal & Business Credit Building

• Business Formation & Family Entrepreneurship

• Trusts, Wills & Estate Planning Fundamentals

• Financial Literacy for the Whole Family

• Real Estate, Investment & Asset Protection Education

• Generational Goal Setting & Vision Mapping

• Teaching Wealth Mindset to Children & Teens

• Family Meetings, Legacy Letters & Wealth Communication

Program Format:

• Available as a standalone workshop series or part of our mentorship programs

• Offered virtually and in-person

• Suitable for teens, parents, and multi-generational households

• Includes worksheets, checklists, goal-mapping tools, and expert guest sessions

• Family-friendly delivery that brings everyone to the table

Why It Matters:

Most people were never taught how to build wealth — let alone protect it or pass it on. We change that.
We show you how to turn knowledge into assets, mindset into movement, and family history into family legacy.

This program is about more than money — it’s about ownership, intention, and healing. Because building wealth is one thing… knowing what to do with it is another. And leaving a legacy? That takes strategy, love, and vision.

“The greatest gift you can give your children isn’t money — it’s a mindset that knows how to build, grow, and protect it.”

Program Outcomes:

• A personal or family wealth-building plan

• Tools for starting or growing a family business

• Understanding of trusts, credit, and estate planning

• Improved communication around money and goals

• A clearer vision of your family’s financial future

• Resources to protect what you’re building and pass it on the right way

Let’s Start Building Your Legacy Together!

Whether you’re a parent looking to secure your child’s future, a teen learning about wealth for the first time, or a family ready to break the cycle — this program will give you the structure, support, and guidance to build a future that lasts.