By Frank Legan
I would like to share a tool that we have developed in response to client feedback about their planning experiences.
Time after time, a couple of meetings into our planning process, our new clients have a huge exhale—literally a sigh of relief. When we inquire about their reaction, the answers comprise a repeating theme. They’ve done plenty of great work on the numbers, yet previous planning experiences had never allocated this much bandwidth to the non-financial questions.
Clients discover that the quality of the non-financial discussions allows complexity to dissipate. They’re able to relax into the planning experience, because it’s no longer about “numbers first and mostly.” There’s a wrapper of humanity around the planning process, which is why we coined our model The Humanity Factor™.
In response to our clients’ reactions, we developed The Experience Index™, which is a questionnaire that allows you to benchmark your experience, not just your assets. Once you have your score, we provide tools and exercises to increase your awareness about how you may wish to broaden your planning experience.
Please take our questionnaire here.
Start a Conversation
We hope you’ve enjoyed the tools we’ve created to help you gain a deeper understanding of how The Humanity Factor™ approach can transform the financial planning experience for the better. If you’d like to discuss your discoveries and reflections in greater detail, we’d love to hear from you. Please contact us by calling 440-683-9213 or emailing firstname.lastname@example.org to schedule a free consultation.
Frank Legan is Partner, Financial Advisor, and member of the Investment Committee at Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, closely held business owners, artists, families, and retirees. He specializes in lifetime income strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. Frank has a Bachelor of Arts degree in Political Science from the University of Dayton, as well as a Master of Public Administration degree focused on municipal management from Cleveland State University. Prior to joining Cedar Brook Group, Frank was a financial advisor in the private client group at Merrill Lynch and with NatCity/PNC Investments. Frank is active in his community, serving on various councils, boards, and committees. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie. Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills. Frank serves as Chairman of the Board of Directors for Catholic Charities Diocese of Cleveland. To learn more about Frank, connect with him on LinkedIn.
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.