FAQ

Building Understanding through Clarity

What is I AM LEGACY

I AM LEGACY is a faith-based financial education and stewardship organization dedicated to helping individuals and families gain clarity, alignment, and long-term direction around money and legacy. Our mission is to equip families with biblical principles, practical education, and generational wisdom so they can steward resources faithfully and intentionally.

Is I AM LEGACY a Financial Service Company?

No. I AM LEGACY does not provide investment advice, portfolio management, or product recommendations through its education programs. All content is educational and stewardship- focused. Any financial implementation, if pursued separately, is optional and fully disclosed.

Do you provide Investment advice?

Who is I AM LEGACY for?

I AM LEGACY is for: Individuals and families seeking biblical stewardship and financial clarity. Couples want alignment around money and values. Parents are preparing future generations. Entrepreneurs and business owners are seeking. structure and purpose. Churches, ministries, and faith-based organizations. You do not need a certain income or net worth to begin

What's the difference between the membership levels?

Each level builds intentionally: Legacy Foundations focuses on biblical financial literacy and stewardship principles. Legacy Builders focuses on family alignment and intentional planning. Legacy Stewards focuses on generational leadership, governance, and responsibility. Members begin with Foundations and progress as they are ready.

Do I need to start at Legacy Foundations?

Yes. Legacy Foundations is the entry point for all members. It ensures that every member begins with the same biblical and educational foundation before moving into deeper alignment or stewardship levels.

Is there a cost to sit down for a consultation or strategy conversation?

Initial conversations and alignment discussions are complimentary and designed to help determine the best educational path for you or your family. There is no obligation to join a membership or purchase any products.

Does I AM LEGACY offer speaking engagement?

I AM LEGACY provides faith-based speaking engagements and workshops for: Churches and ministries. Faith-based organizations. Community groups and schools. Conferences and leadership events. Topics include biblical stewardship, financial literacy, legacy planning, and generational responsibility.

Is there a cost for speaking engagements

Speaking engagement fees vary based on: Event size and format. Length of engagement. Travel requirements. Customization of content.We also work with churches and organizations to create accessible options when budget is a concern.

Does joining require me to buy financial products later?

Participation in I AM LEGACY never requires the purchase of financial products or services-now or in the future.

Can I cancel my membership?

Monthly memberships may be canceled at any time. Annual memberships are non-refundable but provide the best overall value.Full terms are shared during enrollment.

How is my information protected?

We take privacy seriously.Member information is used only for education delivery, communication, and community engagement. We do not sell or share member data.

FAQ