Financial Planning

Comprehensive financial planning serves as a cornerstone for individuals, families, and business owners, offering a strategic roadmap to achieve financial goals and navigate life's uncertainties effectively. By encompassing key areas such as budgeting, saving, investing, retirement planning, insurance coverage, estate planning and tax planning, it provides a holistic approach to managing finances. This comprehensive framework helps individuals prioritize financial objectives, allocate resources efficiently, and adapt strategies over time as circumstances and goals evolve.

Moreover, comprehensive financial planning fosters financial discipline and resilience by addressing both short-term needs and long-term aspirations. It empowers individuals to make informed decisions about spending, investing, and debt management, aiming to optimize financial resources and minimize unnecessary risks. Beyond financial security, it promotes peace of mind by ensuring that individuals are prepared for emergencies, retirement, and other life milestones. By aligning financial strategies with personal values and aspirations, comprehensive planning enables individuals to build a solid foundation for a secure and fulfilling future.

At Legacy Wealth Advisors, we use a comprehensive 6-step Financial Planning process to ensure that not only do we fully understand your situation, but also that we are able to create a fully comprehensive plan that addresses all your goals, objectives, stresses and pain-points.

Fees for the full plan vary, depending on the scope and depth of the plan, but start at $1000 for a starter plan, and can be as much as $4000 for a full comprehensive plan.