Wealth Strategy & Financial Planning

Investing Guidance

Business Scaling & Strategy

TAILORED SERVICES

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

Investing

Business Scaling

Mindset Coaching

Organizational & Corporate Services

Thought Leadership

WHO I AM
LEARN ABOUT ME

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.

MEET THE EXPERT

COURTNEY S. JENKINS

Courtney S. Jenkins
Courtney S. Jenkins
Founder & CEO

Courtney is a seasoned wealth strategist, author, and investor with extensive experience in financial planning, investing, and business growth.

Legacy Under Oak Podcast
Legacy Under Oak Podcast
Not your average money talk.

Legacy Under Oak is where wealth, strategy, and culture meet. This podcast helps individuals make confident financial decisions, build generational wealth, and heal from money trauma all while honoring the cultural roots that shaped them.

Talk With Ten | Building Wealth & Legacy
Talk With Ten | Building Wealth & Legacy
Podcast Interview

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.

Improvement Begins With I: 31 Gems To Become Your Best Self
Improvement Begins With I: 31 Gems To Become Your Best Self
Self-help book.

Whether you are battling with negative thinking patterns, low productivity, past trauma, toxic individuals, lack of self-discipline, or anything else dragging you back, this self-help book was created for you.

CLIENT REVIEWS

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.

Florine B.

"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."

Vidia A.

"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."

Shadiya B.

"Amazing experience. Highly recommended!"

Anton M.

"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."

Britney M.

"Inspirational. Thank you so much. This is just what I needed."

Jacqui W.
PRESS & RECOGNITION

FEATURED FOR EXPERTISE

Showcasing appearances and features in prominent publications across finance, business, and personal development.

  1. CanvasRebel Magazine

  2. Bold Journey Magazine

  3. Voyage Dallas

  4. Shoutout DFW

  5. CanvasRebel Magazine

COMMON QUESTIONS

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 75201
Get Directions

SCHEDULE YOUR CONSULTATION

Let’s discuss how we can change your financial situation.

GET IN TOUCH

HAVE QUESTIONS? REACH OUT TO ME.

I value your questions and will respond in a timely manner within 24 hours.

Email: authorcjenkins@gmail.com