top of page


The Oak Road Consulting Legacy Plan is the keystone to our facilitated process. Our experienced professionals prompt you to develop a plan by asking questions to help you form clarifying thoughts and identify actions to take to be intentional about your legacy. We borrow a phrase from author Stephen Covey “beginning with the end in mind.” If you know where you want to go, we can help you get there.

LegacyPlan: Text
LegacyPlan: Showreel
LegacyPlan: List
bottom of page