Legacy One Financial

09/03/2026

Expanding Your Money Story is here. 🤍

Gaea created this book to open a more human conversation about money: the beliefs we inherit, the experiences that shape us, and the choices we have the power to make with greater intention.

Inside, you’ll find personal reflections, thoughtful prompts, and practical exercises to help you better understand your own money story.

If you’re curious about what may be shaping your financial choices beneath the surface, begin here:

https://www.legacyonelife.com/expanding-your-money-story

09/03/2026

✨ We made the TOP THREE Ventura Community Choice Awards 2026 ✨

We’re so excited and incredibly grateful to share that Legacy One Financial has officially been named a Top 3 Finalist for Best Financial Planning services  in Ventura County! 🥂

To be recognized among the best in our community — and to make the Top 3 again — is such an honor and an accomplishment we don’t take lightly.

To every client, friend, family member, and community member who continues to trust and support us: thank you. 🤍 We truly wouldn’t be here without you.

Now we get to celebrate at the Best of Ventura County Gala, where the official winner will be announced on October 14th✨

No matter what happens, we’re already feeling pretty darn lucky to be here. 🫶

09/02/2026

Each week brings new movement in the markets and an opportunity to stay grounded, informed, and aligned with your long‑term goals. 🌿

Check out this week's market commentary from LPL Research as they provide a balanced look at what’s unfolding and what it may mean for your financial path.

👉 Catch up here: https://www.legacyonelife.com/weekly-market-commentary

09/01/2026

08/31/2026

Happy Birthday, Nadia! ✨🤍

We are so grateful for you and the energy, care, and heart you bring to the Legacy One Financial family. You have a way of making people feel welcomed, supported, and seen, and we're lucky to have you on this journey with us.

May this next year bring abundant blessings, beautiful memories, meaningful growth, and plenty of moments that fill your cup.

Celebrating you today! 🎉🌿

08/31/2026

Book Review:

A powerful and refreshing perspective on money and abundance— Expanding Your Money Story has completely shifted the way I think about money. What I love most about this book is that it goes far beyond the typical advice about budgeting, earning, or investing. It invites you to look at the deeper beliefs, stories, and emotions you carry around money and how those beliefs can shape what you believe is possible for your life. The book is both practical and with the journal prompts, also deeply reflective. I found myself recognizing thoughts and patterns I hadn’t realized were influencing my relationship with money, and I appreciated how approachable and encouraging the process felt. There’s no judgment or “you’re doing money wrong” mentality. Instead, it feels like an invitation to become more aware, challenge the stories that may be holding you back, and create a new relationship with abundance. What makes this book especially meaningful is that it reminds us that financial abundance isn’t simply about having more money. It’s about expanding what we believe is possible, becoming more intentional about our choices, and creating a life that feels aligned with what we truly value. I would highly recommend this book to anyone who feels like they have a complicated relationship with money, wants to break through limiting beliefs, or simply wants to create a more expansive and empowered financial life. I know I’ll be coming back to it again as my own money story continues to evolve. - Rachel A.

08/29/2026

I decided to read my own book from the perspective of a reader, and not from that of a writer or an editor. It’s been a fun journey and process start to finish.

If you decide to order this book, it would be great if you chose to order off Balboa Press or my author website when it is live.

It is also available on Barnes & Noble and Amazon, but my royalties are small and most importantly, the quality is not as good.

The copy in my hand is from Amazon (because I could not wait to get my hands on one the week of launch) but the 200 boxes on my doorstep last night were straight from the publisher Balboa Press. They are shinier, brighter, and just better put together. I also had a friend tell me that her book from Amazon had some pages falling out. That is definitely not supposed to happen.

If you choose to get a copy, thank you for supporting me and I hope that you find this book helpful in so many ways.

We can all expand our money story together!!

08/27/2026

For high-net-worth families, a 529 plan may begin with college savings — but the conversation can go much deeper. 🎓

Education funding can also connect to gifting, legacy planning, family values, and how parents or grandparents want to support the next generation with intention.

If your family is thinking beyond college costs, we’d be happy to help you explore the bigger picture: https://www.legacyonelife.com/services

08/25/2026

✨ BAYZIL RAE IS 10! ✨

Double digits. How did we get here already?

My sweet Bayzil Rae, you are truly a ray of sunshine — the kind that lights up a room, warms the people around you, and makes life a little brighter just by being you. ☀️

Watching you grow into the beautiful, funny, thoughtful, wildly wonderful young lady you’re becoming has been one of the greatest gifts of my life.

You are my why. The reason I dream bigger, work harder, keep growing, and continue creating this beautiful little life of ours. Everything I do, I do with you and our life together at the heart of it.

Ten feels like such a beautiful milestone — a whole new chapter of becoming more you. And I feel so lucky that I get a front-row seat to it all.

Happy 10th birthday, my sunshine girl. ✨
Keep shining that beautiful light everywhere you go.

I love you beyond words, Bayzil Rae.