Ongoing guidance for wherever you are in your journey
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.
G.U.I.D.E.d Path
G
Goals
The process starts with your goals. What do you want in your future? Your kids’ future?
U
Understanding
The next step is understanding your current financial landscape to see where you are along your journey.
I
Identification
Together we identify potential blindspots that could impact your goals.
D
Development
Legs Financial develops a plan aligned with your goals. We then review the plan for agreement and make any necessary changes prior to moving to the next stage.
E
Execution
In the execution stage, we set everything in motion with a list of detailed action items. Additionally, we will meet at least twice per year to ensure that your path and goals are still on course.
“Do what you can, with what you’ve got, where you are.”
-Squire Bill Widener via Theodore Roosevelt: An Autobiography
Fees
Hourly Plan
Flexible & Focused
Guidance on particular financial concerns or projects such as budgeting, retirement planning, or investment strategies.
$300/hour
Financial Plan*
Comprehensive & Empowering
Personalized roadmap that charts a path for you and your family to achieve your financial goals, navigate life's uncertainties, and build a secure future.
$2,400 - $7,200
Special Needs Plan*
Specialized & Protective
Guidance tailored to the unique needs of families caring for loved ones with special needs, focusing on long-term security and well-being.
$3,600 - $9,600
Ongoing Planning
Dynamic & Adaptive
After completing your plan, continuous process of monitoring, adjusting, and evolving your financial strategies to ensure your goals remain on track.
$400/month
*Fees for financial planning are dependent upon the complexity of your situation. Examples of items that may add complexity include: charitable giving, social security planning, stock options, restricted stock, business ownership, long-term care advice, estate settlement, or estate size. For a firm quote, set up a no-obligation introductory call.