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LEGACY PLANNING

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Elizabeth Strong, MBA, CFP
Strong Legacy Planning
(415) 442-8324

 

 

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Strong Legacy Planning provides financial planning services to individuals, families and business owners. The focus of our business is to help you set aside time away from your busy life to focus on a "VISION" for your future. Once this vision is clarified, we help you set financial goals to make sure you are on track to realize your vision.

We help you plan and execute financial decisions with the intention of matching your personal values, beliefs and priorities. We work on an hourly rate, a flat fee or through managing your assets. Contact us - get started today. You really can have all that you want if you focus on your vision and implement specific strategies to help you achieve your personal dreams.

 
 

But we take this a step further with an additional element of planning  called The Heritage Process.
We help identify the values and principles that represent the focus of your plans. Our goal is to help you remain in business for multiple generations while sustaining strong family ties. If you are not a business owner, we help you work toward a strong family unit that remains in communication after the passing of wealth through many generations.

 

WHAT  LEGACY DO YOU WANT to Leave? Where is it written down?

 
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Financial planning for families and business owners.

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