Lifting families. Looking forward. Living free.
Lifting families
Lifting families encapsulates the transformative power of financial planning in empowering families to overcome challenges, achieve their goals, and reach new heights of financial well-being. It's about providing the support, guidance, and resources needed to help families rise to create a brighter, more secure future.
Legs Financial specializes in working with:
Families caring for loved ones with special needs
Working professionals with children
Looking forward
Looking forward represents a mindset of anticipation and preparation for the future, embracing both its opportunities and challenges. It's about having a clear vision of your goals and actively taking steps to turn them into reality.
Setting Clear Goals: The foundation of financial planning is identifying and prioritizing your financial goals, whether it's saving for retirement, buying a home, funding education, or leaving a legacy. By clarifying these objectives, you establish a clear destination for your journey.
Developing a Strategy: Based on your goals and current situation, Legs Financial helps you develop a comprehensive strategy that outlines specific actions and timelines to achieve your objectives. This strategy may include budgeting, saving, investing, tax planning, and estate planning.
Managing Risks: Even with careful planning, the future holds uncertainties. Financial planning helps you build flexibility into your strategy, allowing you to adapt to unexpected events and seize new opportunities as they arise.
By addressing these elements, financial planning creates a clear path forward, allowing you to "look forward" with confidence and optimism. It transforms vague aspirations into actionable steps, reduces anxiety about the future, and empowers you to make informed decisions that align with your long-term vision.
Living free
Living free is a state of financial well-being where individuals and families are unburdened by money-related stress and anxiety. It's about having the confidence and security to make choices aligned with your values and aspirations, without being constantly constrained by financial limitations or what-ifs.
Creating a Safety Net: A well-structured financial plan includes building an emergency fund and adequate insurance coverage, providing a safety net for unexpected events like job loss, medical emergencies, or natural disasters. This safety net alleviates anxiety about the "what ifs" and allows individuals to focus on their goals.
Managing Debt: Financial planning helps individuals develop strategies to manage and reduce debt, freeing them from the burden of high-interest payments and creating more financial flexibility.
Planning for Retirement: A comprehensive financial plan includes saving and investing for retirement, ensuring individuals have the resources to maintain their desired lifestyle in their later years. This reduces concerns about outliving their savings and provides peace of mind about their and their loved ones’ future.
Financial planning provides a sense of control and clarity over one's financial life. It replaces worries and concerns with confidence and a clear path toward achieving financial goals. By addressing potential risks and creating a roadmap for the future, financial planning enables individuals and families to Live free from financial stress and pursue their dreams.
“Try not to become a person of success but rather a person of value.”-Albert Einstein
Planning Services
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Financial Planning
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Special Needs Planning
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Education Planning
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Risk Management
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Tax Planning
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Retirement Planning
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Investment Management
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Estate Planning
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"Work hard. Have fun."
-Dean Sousanis
Process
Introduction
Step 1
30-minute meeting (virtual or in-person) to understand why you are looking for a planner and to determine if we are a good fit for one another.
Discovery
Step 2
60-minute meeting to better understand your needs, any challenges you may have, and identify how Legs Financial can help. We will also cover expectations and responsibilities for the onboarding process.
Let’s Go!
Step 3
Onboarding through the G.U.I.D.E.d Path.
“Working towards our goals is important, but the experiences along the way are what make it worthwhile.”
