Legacy Care Wealth

Comprehensive financial planning targeting young professionals, entrepreneurs, small business owners & those with large life events (children, retirement, etc)

[Legacy Care Wealth @Legacy_Care]

Financial Planning is a lot like baking 👩‍🍳

There's a science to it and there's lots of ingredients that get folded in to make a nourishing final product. Some are better as cooks and like to improv. That's ok too. But if you can't bake, you need to hire someone that CAN.

#cfp

[Legacy Care Wealth @Legacy_Care]

Say Hello to Jessi, our newest paraplanner. Jessi’s true passion lies in making a tangible difference in her clients’ lives. Fun Facts:

🏡 Hometown: Cleveland, OH
🐶 Pet: Nyla, a charming “Potcake” (Caribbean street dog)
🍺 Favorite Bev: Fat Head’s Sunshine Daydream

#cfp

[Legacy Care Wealth @Legacy_Care]

If I'm new to you, hi -- I'm Danna, a Certified Financial Planner™

As a mom - I know the demands of time and energy ⌚
I value mental fitness and used to be a classical dancer 🩰
I know how starting a biz takes courage 💼
I love clients on the verge of big change ☸️

#cfp

[Legacy Care Wealth @Legacy_Care]

3 Tips for Couples // Spending & Saving:

Set regular 'money dates' 🍽️
Create shared and individual spending accounts 💻
Align on short and long-term financial goals 🤝

Work with me, your CFP® for support and 3rd party assistance ✋
#cfp #couplesfinance

[Legacy Care Wealth @Legacy_Care]

Money values check-in: Are your spending habits aligned with your core values? 🎯💼
When your actions align with your values, we experience real life financial magic.

Work with me, your #CFP to get on the same page 🧘‍♀️

[Legacy Care Wealth @Legacy_Care]

"Your'e not bad at it, you just haven't made a study of it."
"Permission to be human!"
"I made a mistake, but I'm committed to the work."

It took me years of reflection, mentorship & certifications to get me out of an old story. Work with me, your CFP® to flip the script #cfp

[Legacy Care Wealth @Legacy_Care]

💰 WORDS MATTER 💬

Reframe the phrase 'I can't afford it' to 'It's not a priority right now.'

I had a client whose parent always used the phrase, "No, that's expensive." It led her to have a distorted view of her time, energy, and resources. #cfp #moneystory

[Legacy Care Wealth @Legacy_Care]

Practice these 3 scripts

"I'm honored you came to me. I don't have cash but I can help you find resources."
"This is not a reflection of your value, but that's not in my budget right now."
"That's an excellent question, but I'd love to come back to that at another time"

#cfp

[Legacy Care Wealth @Legacy_Care]

Automate your savings with these 3 easy tips:

Set up automatic transfers to savings ⚙️
Use round-up apps for spare change ⬆️
Automate bill payments to avoid late fees 🗓️

Which one will you try? 🤖💰 #SaveSmarter
Call me, your CFP® to get supported.

[Legacy Care Wealth @Legacy_Care]

A recent study by Halliday et al. (2021) in the Journal of Financial Therapy found that financial gratitude was positively associated with financial well-being. Have you spent any time logging your wins or reflecting on mindset?
#cfp #financialgratitude

[Legacy Care Wealth @Legacy_Care]

Being a business owner and baseball mom to two boys means I have to make calculated, automated decisions WELL in advance of summer. 🗓️

If you're struggling, know that I've GOT YOU and that I've been there! Call in support so you can focus on what matters ⚾

#cfp

[Legacy Care Wealth @Legacy_Care]

Comfort Zone Challenge: Do one thing that financially scares you financially this week.

Is that looking at your bank account? 🏦
Is it paying off that parking ticket? 🚗
Is it signing up for couples counseling? 💍
Is it registering for a class? 💻

😰💪 #FinancialGrowth

[Legacy Care Wealth @Legacy_Care]

Resource check: Time, energy, or money - which one do you need to reallocate?

While financial planning typically focuses on monetary resources, it's crucial to consider the interplay between time, energy, and money

⚖️ #LifeBalance #cfp

[Legacy Care Wealth @Legacy_Care]

As a Certified Financial Planner, I've seen how the endless pursuit of MORE can lead to burnout and dissatisfaction. Let's work together to explore this and redefine success

Imagine the power a small pivot in mindset can do 💭
#cfp #moneymindset

[Legacy Care Wealth @Legacy_Care]

What financial transformation can happen in just 30 days?

Adopt this 1 rule and see the shift: Wait 30 days to cycle through all the emotions before checking out of that shopping cart 🛒

We love fun, but your subconscious motivations can't be the ones driving the bus 🚌 #cfp

[Legacy Care Wealth @Legacy_Care]

Are you often caught up in emotional spending? Pause and ask yourself these 3 questions 🛑💭

Do I really need this?
Will I still want this in 30 days?
How will I feel about this purchase tomorrow?

Emotional regulation plays a crucial role in financial health #cfp #savingstips

[Legacy Care Wealth @Legacy_Care]

Level up your money NOW by moving your savings account to a HIGH YIELD one ⬆️
This is an accessible, impactful thing you can do right away

Work with me and I'll suggest vetted companies and coach you through what doesn't work. No more limited, click baity information! #cfp

[Legacy Care Wealth @Legacy_Care]

Feeling panic around money? Try this 2-minute grounding exercise. Sit somewhere that feels safe to you. Point out 3 things for each of the 5 senses

What do you see
What do you smell
What do you hear
What do you feel
Is there a taste?

Answer out loud
🧘‍♀️ #FinancialWellness #cfp

[Legacy Care Wealth @Legacy_Care]

Saving Tip: Give every dollar a job! Budget like a boss. 💼💵 #ZeroBasedBudgeting

Zero-based budgeting isn't just about restriction; it's about intention and maximizing the value of your hard-earned money. Money likes having a 'job' and a purpose. #cfp

[Legacy Care Wealth @Legacy_Care]

Some people, especially those who were forced to suppress their needs and emotions, don't know how to play or use their imagination.

This makes 'seeing' your future self difficult, and thus making inspired change a quicker reality. Let's tap into a new feeling of 'safety.'