Services We Offer

Team Culture

We help leaders build thriving, high-performing cultures. At the core of every great organization is a culture that enables people to do their best work. We partner with leaders to design and implement supportive, growth-oriented environments where individuals are empowered to succeed. Through clearly defined role success statements, we help align personal accountability with organizational goals—ensuring every team member understands how they contribute and where they can grow. We work with teams to establish effective rhythms—regular one-on-ones and team check-ins that foster open communication, trust, and real connection. We also guide organizations in building systems for career development and continuous learning, unlocking growth opportunities that support both individual fulfillment and long-term business success. The result? Cultures that not only attract and retain top talent but are consistently recognized for excellence.

Leadership Coaching

Our Leadership Coaching program is designed to empower leaders with the tools and mindset needed to lead with clarity, purpose, and confidence. Through a personalized approach that emphasizes encouragement, accountability, and ongoing leadership development, we help our clients stay aligned with their mission, vision and core values. By building stronger team dynamics and equipping leaders to navigate challenges with integrity, we ensure they are not only protecting what matters most but also inspiring others to thrive. With our support, leaders gain the clarity they need to make impactful decisions, strengthen their teams, and drive lasting, mission-focused success.

Strategic Planning

Our strategic planning process is designed to drive focused execution and provide measurable results. Each quarter, we lead leadership teams so they can align on key priorities and define the top objectives that will have the greatest impact on achieving long-term strategic goals. These quarterly meetings are structured for maximum effectiveness—every discussion leads to a clear decision or the assignment of a specific owner and actionable task. This ensures momentum and clarity across the organization. We emphasize accountability at every level, with regular follow-ups and performance tracking to ensure that commitments are met, and progress remains on course. This disciplined approach keeps our team aligned, agile, and results driven.

Becoming Operational

Legacy Advising helps organizations become fully operational by establishing a strong foundation of documented policies and procedures. We work closely with clients to capture and formalize the critical processes that drive their operations, ensuring clarity, consistency, and compliance from the start. Once these frameworks are in place, we assist in identifying the most effective platforms for making this information visible across the organization. This visibility enables teams to establish clear rhythms for evaluation and continuous improvement.

HR Compliance

We specialize in HR compliance, ensuring that organizations remain aligned with ever-evolving state and federal employment laws. Our work involves close cross-functional collaboration with payroll departments to guarantee accurate compensation practices and adherence to regulatory standards. We provide comprehensive support in areas such as employee classification, wage and hour compliance, and policy development. Beyond legal compliance, we are committed to fostering positive workplace culture through initiatives that promote clarity, transparency, and employee well-being—creating environments where both organizations and their teams can thrive.

Staffing

At Legacy Advising, we offer comprehensive staffing resources designed to support every stage of the employee lifecycle—from recruitment to retention and ongoing oversight. Our services help organizations attract top talent through strategic recruitment practices, promote long-term commitment with effective retention strategies, and ensure consistent oversight that balances accountability with encouragement. By focusing on role development and supportive leadership, we empower employees to thrive in their positions, unlocking their creativity and productivity. Our goal is to help you build and maintain a team that is not only well-managed but also inspired to contribute their best work.

Conflict Resolution

At the heart of our conflict resolution work is a commitment to transformation, not triumph. We don’t measure success by who “wins,” but by what everyone learns. Our approach prioritizes the care of people’s hearts over the heat of their arguments, creating space for empathy, understanding, and restoration. We guide individuals and groups toward meaningful resolutions—ones that go beyond settling disputes to encourage multiple degrees of moving on: emotionally, relationally, and practically. By focusing on growth and healing, we help turn moments of tension into opportunities for deeper connection and lasting change.

Board Development

We partner with governing boards to strengthen organizational leadership by ensuring clarity, collaboration, and accountability. Our work focuses on helping board members understand their critical role in governance, strategy, and oversight—ensuring they can effectively support and empower executive leaders. Through training, consultation, and facilitated planning, we guide boards in building strong partnerships with leadership teams, encouraging a culture of trust, clear communication, and shared vision. The result is more effective decision-making and organizational impact.

Legacy Advising transformed our team's dynamics with their insightful HR consulting. Their open communication and decisive actions inspired confidence and clarity in our leadership approach.

Michelle S.

★★★★★