Marshfield (OnFocus) – With more people at home experiencing extra time on their hands, McNeely Financial encourages everyone to utilize this time to evaluate their legacy planning. Through their Legacy Footprint tool, the advisors at McNeely Financial help clients get organized both financially and in a broader life sense.
“We believe in that full financial planning approach,” said Juli McNeely, owner and Certified Financial Planner. “We aren’t targeted at one specific area with most of our clients. We look at the full picture.”
The Legacy Footprint is designed to provide clients the tools to document their wishes. Designed for a trusted person to pick up the Legacy Footprint File and know exactly what to do in the event of an emergency, it begins with an overview section that includes a Bill Pay Footprint and an Estate Footprint. Both are designed to capture critical information in an easy to read format.
Following the overview are six remaining categories, each color coded with sub folders for easily locating documents relating to various segments of one’s financial and legal affairs.
“Oftentimes, families will be lost if mom and dad are gone and they are trying to figure everything out,” said McNeely. “Sometimes, there’s not even a paper trail anymore in our digital world. This is a resource where you can put all the important documents and information in your life in one spot.”
For many, knowing that their family can navigate their accounts after they are gone is a burden removed.
“The clients that have done it have a weight lifted,” said McNeely. “After doing this, they know everything is put together and their family can figure out what they need to.”
To learn more about the Legacy Footprint, contact McNeely Financial at (715) 659-4255 or visit http://www.mcneelyfinancial.com/legacy-footprint
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Author: News Desk
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