No matter who you are or what your history with money has been, I want you to know that you are worthy. You have purpose and you have the ability to create a financial legacy that you are proud of, brings you peace and that also makes an impact to the world around us.
We are all unique and have different needs throughout various stages of life. At “Your Financial Legacy”, we offer a wide array of services to fulfill your needs. Just choose a plan below that works for you!
Life is so busy. If you're like most people, it's been years since you've looked at your investment accounts to see if it's properly diversified or in the right risk tolerance. It can be frustrating to get statements in the mail from multiple different accounts and have no idea what it all means. If you wish you could just have one Financial Advisor who took the time to explain things and who could gain your trust to manage it all for you, you're in the right place!
Have you ever wondered if you're on track financially to reach your goals? Questioned whether you're setting aside the right amount of money to reach them? The fear of one day running out of money is the #1 concern for retirees. Financial Planning is the answer. Our software shows you all of this and allows us to analyze tons of different "what if" scenarios together, so you can see how small changes today can really make a huge difference in the long run.
Paying off your debt, living on less than you make, finding room in your budget to save is a big task. It takes a lot of intentionality and because of that, many people don't ever do it. That's why money problems are one of biggest causes of stress & divorce. But it doesn't have to be that way. You can live a life of less stress and more joy. You can find financial freedom. You can be debt free. I've done it and I've helped many over the years do the same. Let's get started!
Life can be hard. Money can be complicated. We are here to help make it as easy as possible for you! Scheduling an appointment is simple. Just click on the link below to schedule your complimentary consultation. We cant wait to meet you!