Legacy Coaching with Kassie & Tony Thompson
Let us help you create a clear path towards financial freedom by combining real estate investing strategies with the power of cash value life insurance.
Through personalized coaching, we break down complex concepts into simple, actionable steps tailored to your goals. We draw on proven military systems, tactics, and processes to provide structure and discipline to your wealth-building journey.
Our mission is to equip you with the tools, knowledge, and confidence to build and preserve generational wealth.
Let us help you create a clear path towards financial freedom by combining real estate investing strategies with the power of cash value life insurance.
Through personalized coaching, we break down complex concepts into simple, actionable steps tailored to your goals. We draw on proven military systems, tactics, and processes to provide structure and discipline to your wealth-building journey.
Our mission is to equip you with the tools, knowledge, and confidence to build and preserve generational wealth.
The purpose of this session is to give us both a chance to get aligned before moving into a full consultation.
It allows us to better understand your goals, experience level, and what you hope to achieve in legacy planning and investing.
At the same time, it gives you the opportunity to get a feel for how we work and determine if we’re a good fit.
Services Provided
We understand that every client’s journey toward building generational wealth is unique. That’s why we offer flexible coaching options designed to meet you where you are:
1-Hour Strategy Session (Zoom)
Perfect for individuals who need reassurance in their current plan or want to dive deeper into a specific area of interest. In these focused one-hour calls, we answer your questions, clarify strategies, and give you actionable steps you can implement immediately.8-Week Coaching Program
This option is designed for those ready to create and execute a structured path forward. Over eight weekly sessions, we work together to build your personalized Plan of Action and Milestones (POAM). With both Kassie and Anthony guiding you, and working behind the scenes, you’ll gain the tools, systems, and confidence to move from goals to measurable results.The Ranch Retreat
For clients seeking a fully immersive experience, the Ranch Retreat provides two days of focused, personalized coaching at the Thompson Ranch. You’ll stay in our private two-bedroom suite and spend the weekend engaged in hands-on training, deep-dive planning, and building your POAM. By the end of the retreat, you’ll leave with clarity, proven strategies, and a toolkit designed to help you reach your financial and legacy-building goals.
