Legacy on Purpose℠: A Journal That Celebrates Life

This is a journal is filled with weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion - on your own or as a family!

About Us

Through the Defining Legacy Group, LLC, we recently authored the Legacy on Purpose℠:A Journal That Celebrates Life, a journal filled with weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on one’s living legacy. The journal is available on Amazon, BarnesandNoble.com, Blurb.com, and of course RIGHT HERE!

We understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family, and this often proves to be a barrier to connecting across generations. That's why we founded the Defining Legacy Group, LLC!

The Defining Legacy Method℠ is a service designed to help multiple generations of a family build stronger connections. Through a customized process of facilitated, structured discussion around the family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose.

The Defining Legacy Method℠ is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique legacy road map. 

"I was struggling with doing  my memoirs and this book offers a different approach!"

JB
Retired Powerhouse CEO

"We were just looking for such a tool to connect with clients on a deeper level!"

National Financial Services Firm

The Visionary

Lisa McCurdy, Esquire

Founding CEO

Lisa is Founder of the Defining Legacy Group, LLC and Managing Partner of The Wealth Counselor, LLC, a boutique estate planning and asset protection law firm. 

Lisa’s leadership philosophy is embodied in the word “Sankofa”, translated to mean,"go back to the past and bring forward that which is useful," thereby shaping our understanding of the forces that impact our collective future.