Would you like help completing your Legacy Kit ?

Our Legacy Coaches can help navigate your legacy.

Pricing available for individual and couples. Please call 419-352-7639 for details.

Optional upgrades include additional consulting time and in-home visits. Couple and group sessions also available. Subsequent simple updates to completed plans.

Call, 419-352-7639, or info@thelegacykit.com for more information.

Would you like help providing financial wellness
in the workplace?

Some things are obvious in promoting wellness in the workplace, such as promoting a healthy diet, recommending physical activity, providing cholesterol screenings, etc.

But also very important to an Employee’s well being is Financial Wellness.

Financial Wellness & Organizing Our Affairs:
As an Employer, you can sponsor programming that creates avenues for your employee in establishing a healthy financial well being. Financial wellness is a process. Depending on the employee and their current needs there are an array of services that can enhance their financial educations and personal financial sustainability.

Choose From Our Legacy Team of Professional Financial Wellness Providers on Topics Such As:

• Budgeting
  
• Answer audit questions, tax consultants
  
• Help employees decipher their credit reports
  
• Provide ATM safety tips and explain identity theft protection
  
• Educate employees about interest and credit card debt
  
• Talk about preventing foreclosures and what to do if facing a possible foreclosure
  
• Where to turn for emergency funds, pensions, and loan options
  
• Provide-estate planning information to employees
  
• Talk about options regarding long-term care
  
• Financial Planning
  
• The importance of will preparation and what happens when there is
  not a will in place
  

Use major life changes as teachable moments, i.e., marriages, deaths, births.
Offer support that is available to help them cope with such changes.