• Home
  • About LPF
  • Services
    • Finances
    • Tips
    • Resources
  • Contact LPF
LEGACY PERSONAL FINANCES
  • Home
  • About LPF
  • Services
    • Finances
    • Tips
    • Resources
  • Contact LPF

Finances

Taking a little time to discuss your money can change your finances exponentially.

Why Financial Planning is Important

Many people live okay without a financial plan or budget. But our aim is to have everyone living a great life. A good start is to eliminate stress about your finances. If you have your finances organized in a way that works for you it makes it easier to not miss payments on bills, to save for your goals, and to have enough money for fun without over spending and going into dept. 
PAPER INTAKE FORM
ONLINE INTAKE FORM
Picture

Accounting

Your accounts will be updated and reports sent to you on a monthly, quarterly, and/or yearly bases. For small business only.
Picture

Bookkeeping

We will review your personal and/or business finances. And a personalized plan will be created to suite your needs.  
Picture

Coaching

Is a discussion about a financial topic of your choice, financial advice, and/or creating a detailed financial plan or budget.
Picture

​Tax Preparation

We file personal and business returns. As well as provide tax advice. For individuals, families, and small businesses only.

Accounting 
Price varies. $100 to $400 a month

Bookkeeping
$100 and price varies for updates

Financial Coaching 
$50 a session

Tax Preparation
Price varies. $100 to $600 per return

Ways To Pay
Paper Agreement for Services
Online Agreement For Services

HOME

ABOUT LPF

FINANCES

CONTACT

Picture

We Would Love to Hear From You Soon!

Website Designed by D. Haynes
  • Home
  • About LPF
  • Services
    • Finances
    • Tips
    • Resources
  • Contact LPF