Financial Life™ Planning

Be Intentional

Assess the current state and quality of your financial awareness, literacy and preparedness. Our proprietary tool helps determine your Financial Life™ Preparedness.

Be Prepared

Your plan deserves the quality and clarity of one’s aim, financial purpose and intentions for self, loved ones and their future.

Being financially literate requires an education and strategy in order to measure the quality of one’s response-ability to financial adversity the moment it strikes.

The net result of these 3 gives you your Financial Life Quotient™.

Strategic Alliances

Driving education, services and products for leading brands

Learn how Legacy can help you.
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