Financial Planning
"If you fail to plan, you plan to fail" - Benjamin Franklin
We all have dreams. For some, it could be to retire early, to travel the world, to start your own business, to spend more time with your family, to give more to charity, start your own non-profit, go on mission trips, etc. We all have something we want to accomplish. The question is how do we get to a place where we can afford it? Often times, we wonder "Am I contributing enough to get to where I need to be to reach my goals? What if I picked up some extra shifts for a period of time? What if I lowered my expenses?". If this has ever crossed your mind, financial planning is for you!
At Your Financial Legacy, we create your very own financial planning portal that will show you exactly what you can do to reach your goals. We will walk you through each step of the way and also show you some fun, interactive what if scenarios as well. Financial Planning should not be something that's done once, printed out and stored away. It's a live document and portal that we give you complete access to online and on our mobile app. You can be rest assured that as life changes, we will be here to guide you along the way!
Curious what financial planning with us looks like? Check it out!
Foundations Financial Plan
Price:
$500 preparation fee (individual)
$750 preparation fee (couple)
This service includes:
- Two Financial Planning Meetings within 12 months
- Risk Tolerance Questionnaire
- Risk Tolerance Analysis of all investable assets
- Employer Retirement Plan Analysis
- Social Security Analysis
- Debt Reduction Analysis
- Creation of Your Personal Financial Legacy Mission Statement
- Financial Planning dashboard with all assets in 1 place
- Dashboard viewable online & on mobile app
- Action Steps & assistance to implement it
- Full access to create "What If" scenarios, projections, etc
- Delivery of "Your Financial Legacy" Financial Plan
- Access to your very own Financial Planning Portal for 1 year
- Access to Financial Advisor via email and phone for 1 year
Once the 1 year agreement ends, you will have the ability to sign up for ongoing financial planning services, such as annual check ups with your Financial Advisor and continued access to your financial planning portal for one low monthly fee
Comprehensive Financial Plan
Price:
$1,000 preparation fee (individual)
$1,500 preparation fee (couple)
This service includes:
- Three Financial Planning Meetings within 12 months
- Risk Tolerance Questionnaire
- Risk Tolerance Analysis of all investable assets
- Employer Retirement Plan Analysis
- Social Security Analysis
- Debt Reduction
- Creation of Your Personal Financial Legacy Mission Statement
- Financial Planning dashboard with all assets in 1 place
- Dashboard viewable online & on mobile app
- Action Steps & assistance to implement it
- Full access to create "What If" scenarios, projections, etc
- Delivery of "Your Financial Legacy" Financial Plan
- Access to your very own Financial Planning Portal for 1 year
- Access to Financial Advisor via email and phone for 1 year
- Life Insurance Analysis
- Homeowners Insurance Analysis
- Long Term Care Analysis
- Car Insurance Analysis
- Disability Insurance Analysis
- Mortgage Analysis
- Estate Planning Analysis (Review of Will, Trust, etc)
- Charitable Giving Analysis
- Tax Planning Analysis
Once the 1 year agreement ends, you will have the ability to sign up for ongoing financial planning services, such as annual check ups with your Financial Advisor and continued access to your financial planning portal for one low monthly fee
Ready to schedule a complimentary initial consultation?
Scheduling an appointment is simple. Just click on the link below to schedule your complimentary consultation. We can't wait to meet you!
A Bucket Plan to Go with Your Bucket List