We offer Fee-Only Financial Planning Services so that you know that you are getting true unbiased and uncompromised advice from a CERTIFIED FINANCIAL PLANNER.
Financial Planning is a collaborative process that will help maximize your potential for meeting your goals through financial advice that integrates relevant elements of your personal and financial circumstances. The Financial Planning Process includes an ongoing process of data collection, goal setting, analysis, and the drafting of recommendations using reasonable assumptions and forward-looking hypothetical projections. Though a comprehensive process; investment, tax, legal, and insurance decisions should not be made based solely on the information from any single report or conversation. It is important to include a personal process of discernment along with the professional consultation. It is your money and your need to feel educated and comfortable with every investment.
Life-Legacy Financial Counsel uses the comprehensive CFP Board Financial Planning Process to complete your Life-Legacy Financial Plan™:
Our Seven Step Financial Planning Process
Using our Financial Planning Process, your Life-Legacy Financial Planning Team helps you to identify and afford your personal financial and lifetime goals. Without a Plan, your goals cannot be achieved. With a Financial Plan, you will know what you need to do to afford your goals.
Through the Financial Planning Process, you will know:
You will achieve the peace of mind that comes from having a Financial Plan and a trusted partner to help you achieve when you use a CERTIFIED FINANCIAL PLANNER™, and the proven CFP Board standard process.
We use Black Rock Tools to help verify that financial assets will last as long as we are predicting.
Right Capital is an online Financial Planning Tool that includes Financial Data Aggregators and Monte Carlo Simulations.
We use a Financial Aggregator that brings all your assets into the Right Capital Planning