LEGACY UNDER OAK CO.
At Legacy Under Oak Co., I help individuals turn their capital into generational wealth. Whether your goal is investing, scaling a business, or building a legacy, I deliver practical, lasting solutions that align with your vision.
Mission: Driven by purpose, I redefine how individuals and businesses experience financial strategy and legacy building.
Vision: To empower every client to make confident financial decisions that create lasting wealth and aligned legacy.
Core Values O.A.K.
Ownership: Empower clients to take control of their financial journey.
Advancement: Maximize growth in wealth, business, and personal development.
Keystone: Key principle that holds your financial strategy together.
Built on Integrity, Guided by Purpose
At Legacy Under Oak Co., every strategy and recommendation aligns with my core principles of integrity and professionalism, ensuring decisions support your long term financial success.
Legacy Partners Program: At Legacy Under Oak Co., referrals aren’t just appreciated they’re a reflection of shared trust and impact. For those who believe in this work and wish to extend it to others, ask about our referral program to learn more.
Mindset Strategy
Transform how you think about wealth. Shift limiting beliefs, strengthen your financial mindset, and design a long-term legacy that reflects your goals.
Wealth Foundation Strategy
Build confidence with money through personalized strategies for budgeting, saving, debt management, and credit improvement.
Investment Strategy
Make your money work for you through strategic investing and income growth designed to build long-term financial freedom.
Business Strategy
Scale your business with intention using proven strategies that maximize profits, optimize systems, and support sustainable growth.
LEGACY UNDER OAK CO. ROADMAP
Other Holistic & Strategic Services
Disclaimer of Services
Legacy Under Oak Co. does not provide direct investment management, tax preparation, or legal services.Scope of Services
Legacy Under Oak Co. provides financial coaching and educational services only and is not a licensed financial advisor, CPA, or attorney. See Terms of Service.Client Responsibility
All investment and financial decisions are made by the client. Legacy Under Oak Co. does not guarantee results and any financial loss is the responsibility of the client.Right to Decline
I believe the best results come from working with clients who are ready and aligned with the process. If it feels like we’re not the right fit, I may choose to decline or refer you elsewhere.
Organizations
In-house financial literacy sessions and wealth strategy workshops.
Thought Leadership
Expert-led talks, podcast interviews, panels on wealth, strategy, and building a legacy.
WHO I AM
My journey began in real estate first through wholesaling, then as a licensed realtor, and eventually launching my own real estate company. From there, I managed residential and commercial portfolios, gaining experience with managing multimillion-dollar property budgets and operations.
During that time, I wrote my first self-help book, which deepened my passion for personal growth and opened the door to coaching. I began by helping people develop stronger habits for personal development, which naturally evolved into financial coaching guiding clients on budgeting, saving, debt reduction, and credit improvement.
Over time, I saw that many people had big goals but lacked the strategy to achieve lasting wealth. That motivated me to invest in myself through business ventures, the stock market, and continuous learning not only to guide others effectively but also to pursue my own goal of building generational wealth.
Today, I help clients with investing, scaling businesses, and building financial systems that endure while also shifting mindsets so they can make confident, intentional money decisions.
Alongside my coaching, I host the Legacy Under Oak Podcast, where I share raw, honest conversations about wealth, mindset, culture, and building a legacy.
COURTNEY S. JENKINS
I’ve lived what I teach. From investing to running multiple businesses, I know what it takes to turn vision into financial freedom and I help you do the same strategically and intentionally.
In this episode of Talk with Ten, Ten sits down with Courtney S. Jenkins for an insightful conversation on finances, smart investing, and building long-term wealth. From practical money moves to real estate strategies and creating a lasting legacy, Courtney shares valuable knowledge that can help you secure your financial future.
TRUEST FOR RESULTS
Clients trust me to guide them with practical strategies, education, and mindset coaching to confidently grow wealth, scale businesses, and build a lasting legacy.
Courtney helped me set new financial goals, provided me with resourceful information to fix my credit score. I wish I met her before making some financial bad decisions. I strongly recommend this focused woman, for financial education, clear mindset and more.
"If you are looking for a coach, look no further. You won't find the same knowledge and compassion anywhere else. Thank you for changing my life."
"Let me just start by saying my mindset and life changed after I read “Improvement begins with I” written by Courtney J. She’s an amazing life coach, motivator and entrepreneur. Also she helped me get my loan interest down 0.25% by signing up for auto pay. Sign up for her Financial course you don’t want to miss out on this knowledge and experience."
"Amazing experience. Highly recommended!"
"I happened to meet Courtney one day and she invited me to her book signing (which was amazing). I purchased a copy of her book “Improvement Begins With I” and IMMEDIATELY began highlighting the messages I knew I was meant to see. Great personality and a book full of gems."
"Inspirational. Thank you so much. This is just what I needed."
CLIENT SERVICE TIMELINE
How we work together to build your financial legacy.
2. CONSULTATION
Listen to goals, challenges, and current financial situation. No strategies provided.
5. DELIVERABLES
Digital resources, worksheets, or guides to support implementation. Tools for tracking progress.
FEATURED FOR EXPERTISE
Showcasing appearances and features in prominent publications across finance, business, and personal development.
FAQs
Professionals and entrepreneurs ready to grow their wealth intentionally.
Individuals who want clarity and structure in their financial decisions (budgeting, investing, and business growth).
Individuals shifting from financial stability to wealth building who are ready for the next level.
I combine financial strategy with mindset coaching and real world experience in investing and business. My approach is holistic, focusing not just on money management, but on long-term wellness. I am not a certified financial advisor.
Absolutely! I work with clients at all levels whether you’re creating a budget, building savings, deciding on investments, scaling a business, I tailor strategies to your current stage.
You can book a consultation through my website.
Know what you need already? Click the service that fits you best and book your session today.
No, I started with $96 for my first investment.
It’s not about the amount. It’s about the mindset, the discipline, and the strategy.
Yes, I provide both virtual and in-person sessions depending on client needs and location.
I accept various payment methods to make it easy and convenient for my clients, including:
Credit & Debit Cards
ACH / Bank Transfers
Digital Wallets (PayPal)
Checks (for select clients or corporate arrangements)
Payment plans are available.
LOCATION
Office
1910 Pacific Ave Suit 2000, Dallas, TX 75201SCHEDULE YOUR CONSULTATION
Let’s discuss how we can change your financial situation.
REACH OUT TO ME IF YOU HAVE ANY FURTHER QUESTIONS.
I value your questions and will respond in a timely manner within 24 hours.