A Meaningful Legacy,
A Purposeful Approach
Our financial planning approach takes more than your money into account. It explores the many aspects of your family, values, and life to create a more comprehensive picture.
Our Purposeful Planning™ Approach
Wise Counsel
We provide the wise counsel of an advisor: answering your financial questions, offering guidance as we craft your plan, and making adjustments to your strategy as we go.
Lasting Relationships
We offer the lasting relationship of a counselor: walking alongside you as life changes, the markets fluctuate, and your goals evolve.
Continuity
We promise the continuity of a leader: even when the markets shift or your future becomes more uncertain, we’ll remain constant, offering practical, objective advice at every step of the way.
Finances
Facts, feelings,
family and faith all
influence our
approach to
and decisions
about finances.
Facts
The facts of your life,
your unique abilities,
and personality, will
influence what
and
how you think
and do.
Feelings
Emotional
complexities
around life events
and people
influence our
decisions.
Faith
What you believe
influences what
you do.
Family
Depending on your
family, you can
experience joy,
unresolved conflict,
peace or discontent.
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Your Financial Plan Starts Here
When we create your financial plan, we don’t just look at the numbers. In fact, the numbers are only one small piece of the puzzle. At Legacy Planning Advisors, we use a tool called the Five Fs to take a deep-dive into your life situation and create a strategy around them. Because your entire life matters, not just your money. And understanding more about you can help us create a more meaningful next chapter for your life.
Take Our Assessment
Are you curious to see how you currently define your quality of life? Using our 5 Fs model, we’ve created an assessment that can help you gauge your current satisfaction with your life and where you want to go in the future.
Put Our Process to Work for You
It all starts with a conversation with our team where we will get to know you and your financial goals. From there, we’ll create a financial plan that reflects our conversation with you. This conversation is completely fee- and obligation-free. Our consultations are no-obligation—you won’t find any sales pitches or pricing sheets. Come join us in our Suwanee office or over a video call and let’s get started!
FAQ
Our comprehensive planning process typically includes four meetings scheduled approximately three weeks apart, although we tailor the pace to your preferences and circumstances.
Financial planning isn’t a one-time event. As your life evolves, we continue to revisit and refine your strategy.
Your first meeting is simply a conversation.
We’ll spend time learning about your family, your goals, your concerns, and what prompted you to seek financial guidance. Before the meeting, we’ll request relevant financial documents to help us better understand your situation.
This meeting also gives you an opportunity to learn about our process and determine whether Legacy Planning Advisors is the right long-term partner for you.
No. Legacy Planning Advisors is guided by biblical principles and a philosophy of faithful stewardship, but we welcome clients from all backgrounds and beliefs. Our priority is building trusted relationships and providing thoughtful financial guidance tailored to each client’s unique goals and values.
