Become a Financial Life Professional™
Create a thriving business for yourself by leading others in achieving a Great Financial Life™
First step, learn how to protect your financial future.Download Your Free Crisis Planner →
IN JUST 30 DAYS ...
The Financial Life Professional™ virtual certification program, will arm you with the education and tools you need to position yourself as a trusted Leader, Coach or Advisor.
Get your relationship right with money, wealth and worth.
- Are you stuck at your current income level?
- Do you find it hard to decide what step to take next in your career?
- Are you wired with the desire to help others achieve financial success?
- Is it time to take your career to the next level?
Who is the Financial Life Professional™ Certification Program for?
Tax / Financial Pros
Complement your current toolkit to elevate and transform the value you offer.
Differentiate and standout while you close more deals and prevent rate shopping.
Real Estate Pros
Generate income year-round and optimally monetize your existing client relationships.
Learn to transform your relationship with money with Richard Dolan
Richard Dolan is the CEO and leader of LEGACY. He is an author of "Performance Psychology" and has provided thought leadership to brands such as Google, Chanel, GQ, Callaway Golf, and many more.
LEGACY and Richard author, produce and publish academia that is performance based within the realm of life, business, leadership and results.
LEGACY will be the ultimate accountability partner in defining, generating, and realizing your goals, objectives and intentions in life and business - unapologetically!
Read what Oprah and others say about Richard's work
How The LEGACY Team Empowers You To Be A Financial Life Professional™
LEGACY has created an ecosystem designed to support you in your chosen position - whether a Leader, Coach, or Advisor. Your level of success, fulfillment, contribution, revenue generation, and impact all hinge on what path you choose.
Stage 1: The Path
Stage 2: The Curriculum
Stage 3: The Financial Life Professional™ Toolset
Stage 4: The Playbook
Why move forward?
Read what current FLPs are saying about the program.
"Very valuable and inspirational information. I like the distinction that was emphasized by the differences between a Life Coach, Money leader and the Financial Life Professional. My understanding was that as a Financial Life Professional you are in between the two above who brings it all together through applying a method and taking action to achieve results desired. It also makes sense that you yourself have to be a good example/role model of how you manage and operate your finances before you can help anyone realize their goals."
"When I was first introduced to the FLP curriculum it immediately struck me as a missing link in the education system that can help anyone and everyone identify stages and problems in life and offer solutions and strategies to deal with whatever life throws at you. For me this course is a blueprint that has provided me with clarity, more confidence and the ability to have conversations that we don’t always think about, but are critical. If you are always looking to someone else to provide trust, security and courage, stop and start looking in the mirror. This program is for you."
Frequently Asked Questions
What is a Financial Life Professional™ ?
What is a Great Financial Life™?
Who Should Become A Financial Life Professional™?
Why a Financial Life Professional™ and not a Licensed Financial Planner or Investment Advisor?
Why a Financial Life Professional™ and not a Certified Life Coach, Advisor, or Mentor?
What is The Financial Life Professional™ Approach?
Why Would Clients Want to Work with a Financial Life Professional™?
What Are Some of the Items A Financial Life Professional™ Can Help Their Clients With?
What is Financial Life Performance™ ?
Transform Your Relationship with Money Today
By becoming a Financial Life Professional™ you will optimize your client's relationship with money and simultaneously improve your own as well. Are you prepared?Get Started Today! →