LEGACY UNDER OAK
At Legacy Under Oak, I work with individuals and organizations ready to move beyond financial awareness and into intentional wealth strategy.
Through financial education, business structure, and career positioning, I design frameworks that support clear decision making, disciplined execution, and long-term financial growth.
Whether the focus is investing, business development, workforce financial literacy, or generational legacy, the goal remains the same: building systems that support sustainable wealth creation.
Core Values: O.A.K.
Ownership
Financial outcomes are shaped through intentional decisions. Every dollar and direction is led with accountability and purpose.
Advancement
Growth is the standard. Financial, business, and career strategies are built for structured progression, not stagnation.
Keystone
Discipline and structure are the foundation of sustainable wealth, guiding every decision and long-term outcome.
🌿 CREDENTIALS
🌿 ORGANIZATIONAL SERVICES
I support individuals and organizations in moving from financial awareness to financial execution through structured strategy, education, and systems based development.
My work strengthens decision making, builds financial infrastructure, and supports long-term, sustainable growth.
Across investments, business development, workforce financial literacy, and legacy planning, the focus remains the same: building systems that support stability, scalability, and generational impact.
💼INDIVIDUALS
Personal Wealth Strategy & Financial Positioning
For individuals ready to take control of their financial direction and build structured, long-term wealth.
I help you build clarity, structure, and strategy around your financial decisions so you can move with intention, strengthen financial discipline, and build sustainable wealth.
Focus Areas:
Financial clarity and money structure.
Budgeting and debt strategy.
Savings optimization and financial planning.
Investment readiness and wealth positioning.
Income and business strategy alignment.
Outcome:
A structured financial foundation that supports disciplined decision-making, financial control, and long-term wealth development.
👥ORGANIZATIONS
Financial Education & Workforce Development Systems
For organizations seeking to strengthen financial literacy, improve financial decision making, and enhance workforce stability and economic outcomes.
I design and deliver structured financial education systems that strengthen financial capability, support employee financial well-being, and workforce outcomes.
Focus Areas:
Financial literacy workshops and training programs.
Workforce financial wellness education.
Career and income positioning development.
Financial decision making frameworks.
Organizational financial capability building.
Delivery Formats:
On-site workshops
Virtual training sessions
Cohort-based programs
Executive briefings
Ongoing financial wellness support
Outcome:
Improved financial capability, stronger decision making, reduced financial stress, and enhanced workforce and organizational outcomes.
🎤SPEAKING
Speaking Engagements & Financial Education Sessions
For organizations, schools, workforce programs, and professional groups seeking to strengthen financial literacy, improve financial decision making, and enhance financial capability and outcomes.
I deliver structured financial education and strategy based speaking sessions that translate financial concepts into practical application around wealth building, financial discipline, and long-term financial stability.
Focus Areas:
Financial literacy and wealth education sessions.
Workforce financial wellness and decision making.
Career and income positioning strategies.
Money mindset and financial behavior development.
Wealth building and legacy education.
Delivery Formats:
Keynote presentations
Workshops and training sessions
Panel discussions
Seminar and conference sessions
Educational series and program sessions
Outcome:
Improved financial awareness, stronger financial decision-making, increased financial confidence, and enhanced workforce and organizational financial outcomes.
🌿 THE L.U.O. METHOD
Mindset
Transform how wealth is understood and applied. This pillar focuses on strengthening financial behavior, reshaping limiting beliefs, and developing a disciplined wealth building mindset aligned with long-term outcomes.
Wealth Foundation
Build financial stability through structured systems for budgeting, savings, debt management, and credit development. This foundation creates clarity, control, and financial structure for sustainable decision-making.
Investments
Develop strategic approaches to wealth growth through investing and income producing assets. This pillar focuses on building financial confidence and long-term positioning through informed, intentional decisions.
Business
Strengthen income and business systems. This pillar focuses on strategic planning, operational structure, and scalable growth frameworks that support sustainable expansion for entrepreneurs and organizations.
COURTNEY S. JENKINS
With a foundation in business management and extensive experience across real estate, financial education, and wealth strategy, I design financial systems that support clarity, disciplined decision making, and long-term wealth development for individuals and organizations.
My experience began in real estate, where I worked across wholesaling, licensed sales, and business ownership. I managed residential and commercial portfolios involving multimillion-dollar budgets, operations, and investment oversight. This work provided direct exposure to how wealth is structured, leveraged, and scaled in real time.
From there, I transitioned into developing financial strategy frameworks centered on savings optimization, investment readiness, and the creation of income producing assets.
Core Expertise
My work is centered on four key areas that guide financial growth and strategic decision making:
Financial Education
Developing financial literacy and clarity so individuals and organizations can make informed, structured financial decisions.
Wealth Strategy
Designing systems for savings, investing, and long-term wealth development.
Business Strategy
Creating structured frameworks that support scalable income, operational clarity, and sustainable growth.
Career Positioning
Aligning income and career decisions with long-term financial outcomes and economic mobility.
Alongside my professional work, I am the author of books focused on personal development and financial education, and I host the Legacy Under Oak Podcast, where I explore wealth, mindset, and the systems behind sustainable financial legacy.
My work is grounded in structured financial education and disciplined strategy designed to support both individual financial growth and organizational financial capability.
🌿 INSIGHTS & RESOURCES
A collection of resources designed to support financial education, strategic thinking, and long-term wealth development across individuals and organizations.
🎙️ Legacy Under Oak Podcast
A financial education and wealth strategy podcast where wealth, mindset, and culture intersect. Each episode explores practical strategies for building financial discipline, making informed decisions, and creating long-term economic impact.
📘 Investor IQ: How To Build Wealth In Any Market
Digital resource designed to help you build discipline, confidence, and strategic clarity around money by teaching you how to invest, understand the economy, and create a structured path to long-term wealth.
📘 Cash Flow IQ: Build Weekly & Monthly Income
Digital resource designed to provide practical strategies for building consistent income streams through dividends, ETFs, savings strategies, and disciplined investing systems.
📘 Improvement Begins With I: 31 Gems To Become Your Best Self
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.
🌿 MEDIA & FEATURES
🌿 CLIENT RESULTS
Provided ongoing monthly financial literacy workshops supporting workforce financial education, decision-making, and financial capability development.
Loved working with Courtney. She is a multi talented individual that teaches you with no fluff how to exactly achieve not only your financial goals but your investment goals.
Provided financial coaching through workshops and 1-on-1 sessions supporting debt reduction, savings growth, credit improvement, homeownership readiness, and career development strategies.
One of the best if you're willing to put in the work. I've come across many financial coaches that lacked direction and communication. Not only did Courtney get my investment portfolios together but the value, motivation, and education she gives is amazing. Highly recommend her whenever I speak about my finances.
Before Courtney, I had money but no structure. Within 2 months, I now have a clear investment plan for my stocks and automated savings for my high yield account.
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.
🌿 REQUEST A CONSULTATION OR INQUIRY
Submit your request to outline your goals, needs, or areas of focus. Inquiries are reviewed to determine alignment for consulting engagements, organizational services, speaking, or general inquiries.
🌿 ENGAGEMENT STANDARDS
Scope of Services
Legacy Under Oak provides financial education, strategy, and wealth development guidance for individuals and organizations seeking greater financial clarity, structure, and decision making. Services focus on financial literacy, strategic planning, and systems based wealth development. We do not provide tax preparation, legal services, or direct investment management.
Client Responsibility
Clients are responsible for all financial decisions and outcomes. Our role is to provide structured guidance, education, and strategic frameworks that support informed decision-making. Results are dependent on individual or organizational implementation and execution.
Engagement Alignment
The most effective outcomes occur when there is full alignment, commitment, and readiness to engage in structured financial development. We reserve the right to decline or refer engagements that are not aligned with the scope or direction of our work.
🌿 FAQ
Legacy Under Oak provides financial education, strategy, and systems based wealth development for individuals and organizations. The focus is on improving financial clarity, decision making, and long-term financial outcomes through structured guidance and education.
Legacy Under Oak focuses on financial education, strategy, and systems based wealth development rather than investment management. Instead of managing assets or providing financial products, I help clients build clarity, structure, and decision making frameworks so they can confidently direct their financial future.
Yes. I work with individuals through 1-on-1 financial strategy sessions and with organizations through financial education programs, workforce development initiatives, and speaking engagements.
I work with nonprofits, workforce development programs, schools, small to mid-sized organizations, and professional groups seeking to strengthen financial literacy, financial capability, and decision making outcomes.
Yes. Services are tailored to your current financial position, whether you are building foundational structure or focusing on growth, investing, or long-term wealth planning.
No. The focus is on building structure, discipline, and financial systems that support long-term growth, not your current income level.
Individuals can request a consultation for 1-on-1 strategy sessions. Organizations can request a consultation to discuss workshops, training programs, or speaking engagements.
Yes, I provide both virtual and in-person sessions depending on client needs and location.
Major debit and credit cards are accepted. For organizational engagements, invoicing and contract based payment arrangements are available.