Equip yourself to enter into the financial conversation with confidence
Complement your current skill set and lead your clients into courageous conversations that prepare them for a Great Financial Life™.
First step, learn how to protect your financial future.Download Your Free Crisis Planner →
IN JUST 30 DAYS ...
The Financial Life Professional™ virtual certification program, will arm you with the education and tools you need to position yourself as a trusted Leader, Coach or Advisor.
In addition to providing sound life advice, humanize the conversation around money, wealth and worth to not only retain your clients but to be a sought after coach of all things in your client's life.
Now is the time to help navigate the current generational wealth transfer by helping your client build a bridge that will last into the next generation through thoughtful conversations and financial education.
Your clients trust you, but some times not enough. Most often MONEY is what is stopping them from a better life. They need the fuel and the funds to drive their future. Be that catalyst to move them forward.
Why become a Financial Life Professional?
Create the ultimate complement to your current toolkit by becoming a financial thought leader in the minds of your clients.
- Retain more clients
- Become invincible
- Differentiate yourself in a competitive market
- 10X your revenue through results and referrals
How The LEGACY Team Empowers You To Be A Financial Life Professional™
LEGACY has created an ecosystem designed to support you in your chosen position - whether a Leader, Coach, or Advisor. Your level of success, fulfillment, contribution, revenue generation, and impact all hinge on what path you choose.
Stage 1: The Path
Stage 2: The Curriculum
Stage 3: The Financial Life Professional™ Toolset
Stage 4: The Playbook
Why move forward?
Read what current FLPs are saying about the program.
"Very valuable and inspirational information. I like the distinction that was emphasized by the differences between a Life Coach, Money leader and the Financial Life Professional. My understanding was that as a Financial Life Professional you are in between the two above who brings it all together through applying a method and taking action to achieve results desired. It also makes sense that you yourself have to be a good example/role model of how you manage and operate your finances before you can help anyone realize their goals."
"When I was first introduced to the FLP curriculum it immediately struck me as a missing link in the education system that can help anyone and everyone identify stages and problems in life and offer solutions and strategies to deal with whatever life throws at you. For me this course is a blueprint that has provided me with clarity, more confidence and the ability to have conversations that we don’t always think about, but are critical. If you are always looking to someone else to provide trust, security and courage, stop and start looking in the mirror. This program is for you."
Frequently Asked Questions
What is a Financial Life Professional™ ?
What is a Great Financial Life™?
Who Should Become A Financial Life Professional™?
Why a Financial Life Professional™ and not a Licensed Financial Planner or Investment Advisor?
Why a Financial Life Professional™ and not a Certified Life Coach, Advisor, or Mentor?
What is The Financial Life Professional™ Approach?
Why Would Clients Want to Work with a Financial Life Professional™?
What Are Some of the Items A Financial Life Professional™ Can Help Their Clients With?
What is Financial Life Performance™ ?
Elevate and Transform Your Game Today
By engaging in a courageous conversation with the help of tools, technology, and proprietary processes, a Financial Life Professional™ helps people bring these two relationships together to create a Great Financial Life™– a life that is whole, complete, and performing financially.START TODAY →