Estate Planning Isn't Just About Documents. It's About Direction.
Most people think estate planning is just about wills and trusts. But a true plan isn’t just legal... it’s personal.
Estate Planning Is Generational Wealth With A Plan
It’s not just what you leave behind… but who carries it forward, and how.
At Obsidian Wisdom, we help you clarify your values, define your vision, and guide your family toward peace... not confusion... when the time comes.
You’re not just creating documents. You’re building direction.
Most People Don’t Know What They’re Missing Until It’s Too Late
Missed Conversations That Lead to Conflict
Families often fight not because there was no will, but because there was no wisdom. We help you communicate your vision while you're still here.
No Plan to Pass Down Values, Just Valuables
Without a values-based legacy, wealth gets lost, or worse... divides families. We help you create a legacy plan rooted in purpose.
Failing to Coordinate Key People
The right people need the right roles and the right instructions. We help align family, trustees, and professionals so your plan works when it matters.
The child who is not embraced by the village will burn it down to feel its warmth. African Proverb
Meet Your Guide
CERTIFIED FINANCIAL PLANNER™
I'm not an attorney, but I’ve spent years helping families prepare for the moment when documents need direction, and money needs meaning.
Most estate plans fail, not because of bad legal work, but because there was no vision, no family alignment, and no ongoing guidance.
At Obsidian Wisdom, we believe in planning with wisdom, not worry, so your legacy lasts for generations to come.
Undre Griggs, Jr.
Founder, Obsidian Wisdom
Why It Works
Your Family Legacy Strategy Covers More Than Documents... It Builds Direction, Confidence, and Unity.
1. Family Mission & Vision Planning
We help you define what your legacy truly means, so your money supports your values, not just your valuables.
2. Trust Coordination & Implementation Oversight
You’ll get guidance on aligning accounts and assets with your trust to avoid common breakdowns that cause delays, taxes, or conflict.
3. Generational Wealth Education Strategy
We help you prepare your heirs, not just your inheritance... with tools, training, and conversations to pass down wisdom with the wealth.
4. Charitable Giving & Philanthropy Planning
Create a giving strategy that reflects your heart and supports the causes you care about, without giving away your peace of mind.
5. Family Meeting Facilitation & Communication Support
Legacy doesn’t happen in silence. We help guide or script key conversations to keep your family aligned and informed.
6. Wealth Transfer Alignment Review
We ensure your account titles, beneficiaries, and distribution instructions all match the plan, so nothing gets lost or left behind.
Free Bonuses:
When you schedule your free retirement readiness strategy session, you’ll get instant access to five powerful bonuses:
- The Retire in 5 Years or Less Roadmap
- The Retirement Tax Savings Checklist
- The 10 Biggest Retirement Mistakes (and How to Avoid Them)
- The Wealthy Retirement Planner
- A Free Copy of My Book, Wealthy Retirement Wisdom.
These are yours to keep... no strings attached... even if you decide not to work with us.
When there is no enemy within, the enemies outside cannot hurt you. African Proverb
Looking for Expert Guidance Without Doing It Alone?
Your $2,000 Wealthy Retirement Plan gives you a clear path forward. But if you want continued guidance, proactive strategy, and personal support. We’ve got you covered. Choose the level of wisdom that fits your life best.
FOUNDATION WISDOM
Simple, supportive, and focused. Perfect for maintaining your retirement plan with clarity and confidence. Great if you want peace of mind without ongoing complexity.
$
150.00
/mo
Most Popular
PARTNERED WISDOm
More strategy. More guidance. Ideal if you want one-on-one meetings, detailed tax planning, and proactive updates to keep your plan on track as life changes.
$
499.99
/mo
CONCIERGE WISDOM
Full coordination. Personalized support. You get legal guidance, legacy design, real-time strategies, and hands-on help with every part of your plan... no guesswork, just clarity.
$
999.99
/mo
100%
satisfaction Guarantee
100% Satisfaction Guarantee
If you don’t feel significantly more confident about your retirement plan after receiving your Wealthy Retirement System, we’ll work with you one-on-one until you do.
Concierge Wisdom = Family Office Without the Price Tag
Includes everything in Partnered Wisdom (Tax Strategy, Investment Coordination, Healthcare Planning)
Adds: Family Governance, Trust Coordination, Philanthropy, and Legacy Coaching
Perfect for those who want their plan to outlive them and still work.
FAQ.
No problem. Many of our clients come to us for a second opinion or a more personalized plan. We’ll complement what you’re already doing or help fill in the gaps.
Yes, the Wealthy Retirement System is a standalone service. You only choose ongoing support if you want extra help maintaining or refining your plan.
Yes, we build tax strategies right into your plan... including Roth conversions, withdrawal planning, and coordination with your CPA if needed
We work with both. Whether you’re planning solo or with a spouse or partner, we’ll build a strategy that works for your specific situation.
Yes, we serve clients virtually across the U.S., so you can get expert retirement planning no matter where you live.
Nope. If it’s not a fit, you walk away with more clarity — no pressure, no obligations, and you keep any bonuses we’ve shared.
Most plans are completed in 72 hours, depending on how quickly we gather your information and how complex your situation is.
We typically work with clients 5 to 10 years away from retirement, but if you’re closer... or just retired... we can still help you get aligned.
This isn’t a generic report or sales pitch. It’s a customized plan built around your lifestyle, values, and goals, not just your account balances.
That’s what our ongoing support tiers are for. To help you adjust your plan as life, the market, or your goals change.
Let’s Build Your Wealthy Retirement Together
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.