FINANCIAL CONFIDENCE GUIDE

SIMPLE STEPS TO A STRONG FINANCIAL PLAN

  • Easy-to-follow format that helps you take control of your money

  • Aligns financial decisions with your long-term goal

  • Builds lasting financial confidence through clarity and actionable steps

  • Ideal for building a strong foundation or leveling up your current financial plan

Take the quick assessment at the end to get your Financial Plan Score and see how well you're tracking toward your financial goals.

VIDEOS

1. INTRODUCTION

This video will:

  • Clarify the importance of financial confidence and how it impacts overall well-being.

  • Introduce the core topics that will be covered in the Financial Confidence Guide series.

  • Motivate you to take the first step toward improving your financial mindset and habits.

2. MINDSET

This video will:

  • Reframe how you think about money so you feel more in control, not overwhelmed.

  • Help identify mindset blocks that might be holding you back financially.

  • Give simple shifts you can make today to start building confidence with money.

3. CASHFLOW

This video will:

  • Show you how to track your money so you know exactly what’s coming in and going out.

  • Help you spot spending habits that might be hurting your goals.

  • Give you tools to take control of your budget and build momentum.

4. INVESTMENT PLANNING

This video will:

  • Clarify your debt picture so you know exactly what you owe and to whom.

  • Introduce payoff strategies like the snowball or avalanche methods to eliminate debt faster.

  • Empower you to take control of your finances and build a debt-free future.

5. RETIREMENT PLANNING

This video will:

  • Help you have clear retirement goals so you can plan with purpose and direction.

  • Introduce planning strategies to build a sustainable income stream for your retirement years.

  • Equip you to take actionable steps toward securing a comfortable and confident retirement.

6. TAX STRATEGY

This video will:

  • Demystify tax strategies to help you understand how taxes impact your financial decision.

  • Introduce practical methods for optimizing your tax situation and maximizing savings.

  • Support you in taking control of your finances by integrating tax planning into your overall financial strategy.

7. ESTATE PLANNING

This video will:

  • Help you understand the basics of estate planning so you can make informed decisions about your assets.

  • Introduce essential documents like wills and trusts to ensure your wishes are honored.

  • Guide you in taking proactive steps to protect your legacy and provide for your loved ones.

8. RISK MANAGEMENT

This video will:

  • Explain how to identify potential financial risks so you can proactively protect your assets.

  • Introduce strategies to mitigate those risks through proper planning and insurance.

  • Help you feel more prepared and confident when facing unexpected life events.

9. CONCLUSION

This video will:

  • Recap the key strategies covered throughout the series to reinforce your financial knowledge.

  • Provide guidance on maintaining momentum and continuing your journey toward financial well-being.

  • Encourage you to take the next step by completing the Financial Confidence Assessment.

FIND OUT YOUR FINANCIAL PLAN SCORE TODAY!

TERMS AND CONDITIONS

Legacy Investment Planning and its, owners, employees, agents and representatives (collectively “Legacy”) provides PLANScore, a financial readiness assessment tool (“PLANScore”) for informational purposes only. Use of and access to PLANScore is subject to these terms of use and all applicable laws.

NO INVESTMENT ADVICE

This material is for informational purposes only and is not legal, tax, or investment advice, an indicator of future performance, a solicitation, an offer to buy or sell, or a recommendation for any specific product or for making investment or financial decisions. PLANScore results provide a basic readiness assessment that is based on information and assumptions provided by you regarding your goals, expectations and financial situation, but it does not guarantee financial success or replace more detailed financial planning. Lower PLANScore results may indicate more attention or work is needed in a given subcategory, while higher PLANScore results may indicate subcategories where progress is being or has been made. Your PLANScore results do not constitute professional and/or financial advice. Consider your own financial circumstances and goals carefully before investing or purchasing financial products. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or content in PLANScore in making any decisions based on such information or content. In exchange for using PLANScore, you agree not to hold Legacy, StoneX Advisors Inc. or its affiliates liable for any possible claim for damages arising from any decision you make based on information or content made available to you through PLANScore. Notwithstanding the foregoing, nothing herein constitutes a waiver of any of your legal rights under applicable federal securities law or any other laws whose applicability is not permitted to be contractually waived. Before making any decision, consult your own tax, financial or legal advisors regarding your situation.