Legacy Leadership Suite: Premium Tier

Strategic Finance Stewardship for Visionary Organizations

This elevated version of the Legacy Leadership Suite is designed for executive teams, boards, and founders who view finance as a cornerstone of mission, growth, and legacy. It goes beyond reporting and governance—delivering strategic foresight, leadership continuity, and impact clarity at the highest level.

What’s Included

  • Annual Strategic Retreat & Succession Planning

    Facilitated offsite to align leadership on long-term goals, risk priorities, and succession strategy. Includes pre-retreat diagnostics and post-retreat action plans.

  • Board-Ready Reporting & Investor Relations Support
    Narrative-driven financial presentations tailored for boards, funders, and stakeholders. Includes quarterly investor updates, pitch deck refinement, and capital strategy alignment.

  • Impact Measurement & ESG Strategy
    Custom KPI frameworks that track mission-aligned outcomes (e.g., patient care, sustainability, community reach). Includes ESG integration and reporting guidance.

  • Governance Architecture & Risk Frameworks
    Design scalable governance models, internal controls, and risk mitigation strategies. Includes policy development, approval workflows, and audit prep.

  • Executive Coaching & Finance Team Mentorship
    Monthly one-on-ones with finance leaders, plus quarterly leadership development sessions. Includes succession planning and performance benchmarking.

  • Quarterly Board Deep Dives & Scenario Modeling
    Facilitated sessions to unpack performance variances, stress-test strategic scenarios, and course-correct in real time. Includes dynamic forecasting and capital allocation modeling.

  • On-Demand Strategic Advisory Access
    Priority access to Jodi for urgent board prep, funder meetings, or strategic pivots. Includes up to 30 hours/month of high-touch engagement.

By the end of this annual partnership, you’ll have a fully empowered finance team, crystal-clear impact reporting, and a governance structure designed to carry your mission forward—no matter who’s at the helm.

💰 Legacy Leadership Suite

Starts at $25,000/month (annual engagement)
Annual engagement required. Includes up to 30 hours/month of strategic advisory, executive coaching, and board-level support.
Designed for mission-driven organizations building long-term financial leadership and legacy.