legacy Plan

The Financial Plan is your road map. Your Financial Planner is your guide.

Multi-generational financial planning to ensure that money is gifted and received with purpose.

The planning process engages two generations (giftor and the recipient) and customized financial planning for both. Legacy planning provides greater clarity and intention setting for both generations to foster better communication during this lifetime.

  • Includes goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance and estate planning.

  • Includes a six-month engagement.

  • Includes four in-person (or virtual) meetings to actively help you implement the plan and keep you accountable.

$12,000

/One-time payment

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