Financial Planning, Financial coaching, emotional freedom technique, life coaching by Legacy

Why use Legacy? Legacy has found from working with many individuals and families that financial planning is much more than just looking at numbers on investments. There are many excellent advisors available who can create complex investment structures based upon mathematical/investing equations such as forward moving averages, target estimates and trading volumes. While those nuts and bolts are very important when it comes time to do the actual investing, the preliminary work to get to that point should focus on the individual or family.

Legacy discusses the current financial situation with the client as well as their relationship with money going back to their childhood. Being aware of this background can reveal issues which the client may not be aware of or resisiting when they begin investing for themselves. Frequently, people have an investing style opposite their parent's investing style. This style may not be appropriate for their family situation, their age or their investing goals and they need to be aware of how their current style may affect their investments over the long term.

Legacy does utilize a technique commonly used in personal performace behavior change to assist clients who want to be more consistent with the investing styles which would be appropriate for their situation. The technique is called emotional freedom technique and can be used for a variety of different situations. Dr. Sturm offers help with this technique for non-financial planning issues through Source of Abundance, a division of Legacy.

So when you are ready for a customized plan which takes into account your unique lifetime experiences with money as well as the actual the investments to chose, call Dr. Sturm to schedule an appointment.

Legacy Financial Planning, LLC
5901 Airport Blvd. Suite 208
Mobile, AL 36608
(251) 219-4574
(877) 597-2356 tollfree

Fee-only investment advisory services are offered through Legacy Financial Planning, LLC a registered investment advisory firm in the State of Alabama. The presence of this website on the Internet shall in no direct or indirect way be construed to interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Alabama or where otherwise legally permitted under exemption de minimus rules. CRD#136012.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional.