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.

Wealth Strategy & Financial Planning
Personalized strategies to grow, protect, and align your wealth with long-term goals.
Investing Guidance
Expert support for building investments, from beginner to advanced strategies.
Business Scaling & Strategy
Helping business owners optimize profits and scale operations.
MY SERVICES LIST
I offer a full range of wealth strategy services designed to simplify your financial growth and decision-making. My expertise ensures strategic investing, business scaling, and financial planning with accuracy, insight, and a focus on building lasting generational wealth.
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.
Financial Planning
Personalized wealth-building plans. Long-term financial goal setting.

Investing
Stock market, Cryptocurrency, Roth IRA, HSA & other investments. Portfolio structuring & beginner-to-advanced investing education.

Business Scaling
Business growth planning. Profit optimization and scaling strategies.

Mindset Coaching
Shifting limiting money beliefs. Building confidence around financial choices.

Organizational & Corporate Services
In-house financial literacy sessions. Executive and employee wealth strategy workshops.

Thought Leadership
Expert-led talks, podcast interviews, panels, and workshops 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



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.
3. AGREEMENT & PAYMENT
Client reviews and signs agreement. One-time fee collected upfront. Payment options available.
5. DELIVERABLES & RESOURCES
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
Here are some common questions our clients ask.
Who do you work with?
I work with individuals, entrepreneurs, business owners, and organizations.
How do your services differ from a traditional financial advisor?
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 wealth creation and legacy building. I am not a certified financial advisor.
Can I work with you if I’m just starting out?
Absolutely! I work with clients at all levels whether you’re building your first investment portfolio, scaling a business, or planning generational wealth, I tailor strategies to your current stage.
How do I get started?
You can book a consultation through my website.
Do you offer virtual sessions?
Yes, I provide both virtual and in-person sessions depending on client needs and location.
What payments do you take?
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)
LOCATION
Office
1910 Pacific Ave Suit 2000, Dallas, TX 75201SCHEDULE YOUR CONSULTATION
Let’s discuss how we can change your financial situation.
HAVE QUESTIONS? REACH OUT TO ME.
I value your questions and will respond in a timely manner within 24 hours.
Email: authorcjenkins@gmail.com