Who We Are

True Legacy Financial Planning is a values-driven financial advisory firm. Our mission is to work with business owners to help them efficiently create, sustain and transfer their wealth to their heirs. We believe that financial planning should be an ongoing process, not a one-time event.

True Legacy Financial Planning recognizes that financial planning is more than stock picking or working toward a goal. We believe that the most effective planning begins by helping clients answer the question, 'What's important about money to you?'

We believe that we are the most effective when we actively listen to our clients which means that we listen more than we talk. We are skilled at asking powerful questions which deepen our relationships and gives us the information we need to make appropriate recommendations to help our clients succeed.