Start Your Legacy Today!

Start building your financial legacy in Medford, Oregon today!Here you will find resources to get started on your path to building your legacy using the strategies we help our clients employ. You will find an introduction to that process on this page. To learn more and begin planning, contact us today. Once you understand the process, download and print the following Excel (XLS) spreadsheets:

HOW MUCH DO YOU KNOW ABOUT YOUR TAXES

MAJOR COMPONENTS TO A HEALTHY FINANCIAL PLAN (XLS)
GOALS SHEETS (XLSX)

Goal Setting Overview:

Legacy Financial has a strong belief that people are more inclined to reach success when goals are put onto paper. Goals give a person, family or business a sense of direction and a game plan to get there. There are 6 key areas that people should work on to set meaningful goals to optimize their well being. We have found it very beneficial when our clients make 3 month, 1 year and 5 year goals.

6 Key Goal Setting Areas:

  1. Family
  2. Spiritual
  3. Career
  4. Financial
  5. Health
  6. Personal

There are four 4 Key Goal Questions to ask when considering your future legacy:

  1. What do I want?
  2. Why do I want it?
  3. When do I want it by?
  4. What do I have to do in order to achieve it?

“Goals in Writing are Dreams with Deadlines”  ~ Brian Tracy