About TrueLegacy Advisory...

TrueLegacy Advisory exists to help individuals and couples build a life that reflects what matters most, financially and personally.For much of our working lives, success is measured by accumulation. Career progress. Financial growth. Checking the right boxes. That season matters, and it serves an important purpose.But eventually, the questions change.More money doesn’t automatically create clarity. More freedom doesn’t always feel freeing. And many people reach major life transitions, including retirement, realizing they planned well financially but feel less certain about what comes next.A true legacy is about more than numbers. It’s about how your money, time, health, relationships, and values work together to support a life well lived.Through practical financial coaching and thoughtful guidance, I help people simplify decisions, gain clarity, and move from accumulation to alignment, whether they’re still building, approaching retirement, or navigating the early years beyond it.

My Philosophy...

I believe financial decisions are life decisions.Money is a tool, not the finish line. Time is finite. And the most meaningful outcomes come from aligning resources with values, especially during seasons of change.At TrueLegacy Advisory, we will focus on thoughtful progress, not perfection. Simple frameworks over complexity. Conversations over prescriptions.Because building a true legacy isn’t about optimizing numbers.
It’s about living well, with intention, across every season of life.

What I Help With...

I help individuals and couples make thoughtful, confident decisions about money and life across different seasons.My work generally falls into two connected areas.

Personal Finance Coaching-this is about building a strong foundation and reducing financial stress day to day.I help with:
- Creating clear, realistic budgets and cash-flow plans
- Reducing debt and improving financial flexibility
- Building healthy money habits that last
- Simplifying accounts, systems, and decisions
- Gaining confidence in everyday financial choices

Retirement & Other Major Life Transition Coaching-this focuses on aligning resources with what matters most as priorities shift.I help with:
- Navigating the retirement runway and early retirement years
- Shifting from accumulation to alignment
- Clarifying how you want to spend your time, energy, and money
- Adjusting to identity, schedule, and relationship changes
- Making intentional decisions in this next season of life

While the focus may differ, the goal is the same:
to align your financial resources with the life you want to live.

Who I Work With...

I work with individuals and couples who want to be more intentional with their money, time, and life decisions.

Many of the people I work with:
- Want clarity and structure around their finances
- Feel capable but uncertain about what’s next
- Are navigating a life transition such as a career change, retirement, or an empty nest
- Prefer thoughtful guidance over quick answers
- Value simplicity, alignment, and intentional choices

Some are focused on strengthening financial habits today.
Others are on the retirement runway or adjusting to life beyond full-time work.

What they share is a desire to move from doing what’s expected to living with greater alignment and intention.

What Others Are Saying...

I’m grateful for the opportunity to walk alongside people as they navigate important financial and life transitions.Here’s what others have shared about our conversations and work together:
Doug’s deep financial knowledge, clear communication, and genuine care for the people he serves made a huge difference for us. He helped us gain financial clarity, direction, and confidence as we transitioned into retirement.
— Tim and Kathy Whaley, Mesa AZ

How It Works...

My approach is simple, thoughtful, and conversational.It starts with a complimentary consultation. There’s no pressure, no sales pitch, and no obligation to move forward. This initial conversation is simply a chance to connect, listen, and see if working together makes sense.1. Start with a complimentary conversation
We begin with an open, low-pressure conversation to understand where you are today, what’s working, and what feels uncertain. This is about listening, not diagnosing or prescribing.2. Clarify what matters
If we decide to move forward together, we take time to clarify priorities around money, time, relationships, health, and purpose. This step often brings clarity people didn’t realize they were missing.3. Align decisions to values
From there, we align financial choices, spending, habits, and life decisions to what matters most to you. This is where accumulation gives way to alignment.4. Adjust and support over time
Life changes. Markets change. Priorities shift. We revisit decisions, make small course corrections, and keep things simple and intentional as you move forward.The goal isn’t perfection.
It’s confidence, clarity, and progress that fits your life.

Call to Action...

No pressure. No sales pitch. Just clarity.
Ready to take the next step? Let’s talk!Click on the Calendar Icon below to schedule a session...

TrueLegacy Advisory LLC
Email: [email protected]
Phone: (480) 703‑2085- Admin / support only
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