Planning Process

Step 1
No Obligation Session:

At this meeting, a specially trained Legacy Financial Advisor will listen to your financial concerns and discuss what financial planning can do to help you achieve your objectives.

Step 2
Gather Information:

When you decide to acquire financial planning services from Legacy Financial Advisors, we move on to the next and most important step: data gathering. This is where we learn about all of your financial goals, objectives, assets, liabilities, income, and expenses. The foundation of a sound financial plan is having a clear understanding of who and what you are. This information is kept strictly confidential.

Step 3

A preliminary analysis of the information about you is prepared. This includes reviewing all of your objectives and determining if they are feasible. Your planner may consult, with your permission, with your attorney, accountant, or other advisor to make sure the data is complete.

Step 4
Final Plan Review:

After all of the alternatives and information is analyzed, a final plan will be presented to you. The final plan is a written document prepared especially for you by your planner. It contains specific recommendations designed to meet your financial goals and needs.

Step 5

Upon approval of our recommendations, we will assist you in the implementation of your financial plan.

Step 6:

In life, one thing is constant: change. Each year, and perhaps more frequently, your income, investments, assumptions, and objectives will change. This is why your Legacy Financial Advisor stands ready to update your plan as needed.

5 Areas of Financial Planning

Make sure you have the right types of insurance, at the right cost, at all times in life.


How is your money doing? Do you have the right type of investments for your needs? Are you comfortable or concerned about your financial situation?
Could you be paying less taxes now or in the future?

You may be able to preserve and transfer everything you worked for to your heirs. With a proper estate plan you may not pay excess death fees and charges, nor you may be able to reduce losses on assets to nursing home costs.

Contact us today to discuss cash flow planning.