Equip yourself to enter into the financial conversation with confidence

The Financial Life Professional™ lives at the crossroads of two critical discoveries:

- the discovery of one’s relationship with all things financial

- the discovery of one’s relationship with their life’s intentions, goals and aspirations

By engaging in a courageous conversation with the help of tools, technology, and proprietary processes, a Financial Life Professional™ helps people bring these two relationships together to create a Great Financial Life™– a life that is whole, complete, and performing financially.

A Great Financial Life™ is a life that is whole, complete, and performing financially. It consists of financial preparedness, focus, resiliency, and literacy, and is rooted in the relationship that one has with their money, wealth, and worth. It is established by being present to the state, quality, and understanding of one's financial being and financial future.

• Existing professionals in the financial or real estate services industries looking to add additional opportunities for revenue (Wealth Managers, Financial Planners & Advisors, Mortgage Brokers, Realtors, etc.)
• Life Coaches and Consultants seeking to add or increase their ability to have conversations around money, wealth, and worth
• Entrepreneurs looking to build and scale a business of Leading, Coaching, or Advising

The Financial Life Professional™ is a wonderful complement to every Financial or Real Estate Service Professional's ecosystem, and a magical addition to any Life Coaching business, practice, or operation.

Financial Life Professionals™ do not replace financial planners or investment advisors - rather they complement them. Financial Life Professionals™ do not sell services, products or vehicles that require a license unless they are otherwise licensed to do so within the realm of lending, real estate or financial investments. However, Financial Life Professionals™ have commercial relationships with licensed professionals so when required, can hand off their client to licensed agents representing such financial instruments. These agreements would include agreement to client service standards, privacy, promotion and share in success-fees available in exchange for the eduction, consulting and marketing that gave rise to the origination of the client.

The challenge with existing financial planners and investment advisors is that they operate with certain limitations and hinderances which rob them clearly, or unsuspectingly, from being a real contribution to human beings in conversations and dialogues that really, really matter.

Embarrassment, shame, anger, upset, and disappointment are just some of the emotional constructs clients describe their mindsets as when dealing with financial matters that should equally earn the attention of their licensed financial advice giver.

But when one’s financial performance isn’t performing as expected or hoped, or isn’t performing better than needed, there are conversational, metaphysical, mental, emotional and literal disconnects that leads to distance, failure to communicate or outright ignorance - for both parties. A Financial Life Professional™ is positioned and capable of providing this type of conversation, one that takes into consideration what truly matters for a client in regard to their relationship with their money, and the relationship with their life's intentions, goals, and aspirations. 

The Financial Life Professional™ is trained, educated and consistently kept abreast through monthly training modules of the financial life conversation.

Life Coaches (including trainers, advisors, mentors and the like) are adequately equipped to have courageous conversations about all aspects of life, including: sales, leadership, career, life, family, love, spirituality, growth, energy, balance, purpose, calling, life orientation, contribution and health. However, rarely are any Life Coaches equipped, educated and empowered to enter a courageous conversation about one’s relationship with money, wealth, and worth. And frankly, few Life Coaches can enter this conversation as a clear, confident and concrete demonstration of living a Great Financial Life™ themselves - defined as whole, complete and performing.

This is why Life Coaches that add being a Financial Life Professional™ to their suite of services and contribution report an instant freedom, power, and grace in their lives and in their conversations with customers, clients, and students.

The Financial Life Professional™ leverages LEGACY’s unique and proprietary process to help identify specific financial life breakdowns, allowing clients to produce measurable shifts, distinctions, breakthroughs and even transformations in their relationship with the state and future of their financial life.

People that seek and engage a Financial Life Professional™ typically are those that are:

• Experiencing a breakdown or distaste in their financial life
• Living with a poor state of mind, or less than desired financial existence
• Fearing they are not doing what they must to get what they deserve
• Wanting more in their life, to live more consistent with the vision of their future and have a Great Financial Life™.

Discover Your FLQ and See For Yourself The Place For Financial Growth and Possibility

Human beings rarely measure and self assess the quality and value of their relationship with money, wealth and worth. Often the only measurement of being rich in what really matters comes down to a bank balance, investment statement or inventory of shiny things. Living and having a GREAT Financial Life is living life financially free of fear, concern and compromise. It's not just about being rich, but richer in the things that really matter to you and those you love.

That’s why we suggest you start with assessing your relationship with your Financial Self through our proprietary Financial Life Quotient (FLQ) tool that’s comprised of four assessments, they include:

1. Financial Life Preparedness
2. Financial Life Intentionality
3. Financial Life Resilience
4. Financial Life Literacy

Some of the most common steps clients take while working with a Financial Life Professional ™ include, but are not limited to:

• Self identifying financial goals, ambitions, challenges, crisis and a NEW vision for empowering financial possibilities
• Creating NEW personal, professional, and purposeful plans for action
• Identifying and collapsing self limiting belief systems, views, and values
• Measuring one’s Financial Life Quotient™ and devising a strategy to fill the knowledge gaps and areas for growing concern
• Completing one’s Financial Life Vault™ getting whole, complete, and organized financially for life
• Generating a NEW financial life plan to live and realize a Great Financial Life™, one that is whole, complete and performing
• Getting straight with all stakeholders and advisors about what works and what doesn’t work financially in one's life
• Defining new partnerships, relationships, and associations to qualified (licensed) advice providers
• Eliminating low financial tolerances so to generate higher financial performance from people, products, and investments
• Locating one's self at the source of financial results rather than chasing them
• Potentially start a NEW business focused on being a contribution, making a difference, and linking pay check to purpose
• Live, lead and leave a REAL LEGACY.

Financial Life Performance™ is a conversational construct that empowers those that enter such a courageous conversation to correct course, modify actions or purify focus so to live a financial life free of concern, crisis, or compromise.