Broker Check

Financial Planning and Stress Reduction

| December 19, 2018
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Decades of research continue to show the many links between the adverse effects of stress on a person's health, and the connection between financial problems and elevated stress levels. The reality is that you can't live without dealing with financial issues. Often, lack of attention to detail and solid planning in this area lead to more stress being piled on an already stressful life. This can all lead to a poor quality of life in both health and financial fitness. Luckily, with a wealth management advisor, Los Angeles residents can find relief from financial stress.

Reduce Your Stress with Financial Planning

As the premier wealth management advisor in Los Angeles , Legacy Wealth Partners delivers quality, time-tested financial planning to people who want a solid financial foundation on which to build their lives. Regularly, we see that energy invested in financial planning leads to overall stress reduction in the lives of our clients. Having a budget, a plan, and someone with whom to walk through the challenges reduces stress levels, especially when unforeseen issues arise.

The Process

Using time-tested methods, our financial advisors will walk you through our five-step process: Discovery, Analysis, Advice, Implementation, and Review. In the discovery phase, we do a lot of listening to understand where you've been and where you'd like to be. Our questionnaire familiarizes us with the basics of your financial life, past decisions, fears, and goals. We then seek to understand your unique objectives. From that foundation, we gather and put all of our experience and analytical data to work for you to analyze your current financial situation and to uncover gaps or areas of unnecessary exposure.

Following analysis, we'll offer our recommendations for a robust and dynamic financial plan that includes anything necessary to get you to the place you want to be. The implementation phase is just what it sounds like. We walk you through the steps needed to put your financial plan into motion. Lastly, we'll continually review your portfolio and standing to assess any changes required. We'll meet regularly with you to continue to offer the customer experience that is the cornerstone of our business.

Your Health Matters

You may think that there's no real connection between health and wealth, but there is. The process described above will remove stress from your life. Less stress leads to better health. There will likely be challenges, tough decisions, and setbacks. However, that is why you pick the most trusted wealth management partner. We are there every step of the way to get you to where you want to go!

Give Us a Call

Our contact pages offer helpful tools like a portfolio risk analysis and a retirement quiz. Stop in and use these useful tools to get a sense of where you are. Then, contact our office to set up a meeting with us! We can't wait to partner with you on your way to a life free from financial stress.

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