Overview

Financial planning involves so much more than numbers. It can be tough to make highly personal decisions when the conversations aren't directly focused on you. That's why you need The Humanity Factor. Frank Legan helps you define and pursue your dreams for the future. He introduces you to an accessible, achievable, personalized process that allows you to be open, vulnerable, and honest about your fears and insecurities. The Cedar Brook Group, a team of fiduciaries for high-net-worth individuals and families, designed this unique approach, which starts with what matters: the people and things that you care about most. The Humanity Factor focuses on your strengths, guiding you through a personalized, step-by-step guide to financial planning. In following it, you'll come away with a confident plan for your nest egg and a new perspective on who you are and what you want out of life.

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9781544539584

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Reviews

"""The Humanity Factor is an insightful new guide that shows how a humanity-driven approach to planning can be more successful than a numbers-centric approach. It provides a framework for planning and direction for how to think about maximizing resources that will help you gain clarity and confidence around your bigger future."" - Dan Sullivan, Co-Founder & President of Strategic Coach(R) ""Frank knows that creating a financial plan isn't fun for most people. But he truly cares about his clients and understands the impact he can have on their lives. Frank has the unique experience, education, and gifts to help guide them to a values-based financial plan. His work with clients makes a difference in their lives. His book makes financial planning simple and approachable."" - Claire Akin, President & CEO of Indigo Marketing Agency ""If you're looking to take your financial plan to the next level and to really personalize it to the goals that speak to your heart, this book is for you. The Humanity Factor: A Heart-Driven Approach to Your Finances and Your Future will change the way you view your financial plan-it's not just about the numbers and your wallet, but who you are as a whole person and your unique purpose. Frank's insights will help you fulfill your 'why' through your financial plan."" - Robert Miller, CEO of Frontier Asset Management, LLC"

Author Information

Frank Legan is a Cleveland-based author, a partner and financial advisor atThe Cedar Brook Group, one of the largest independent wealth managementfirms in Northeast Ohio. Frank spends his days designing and implementingpersonalized financial planning strategies for corporate executives, businessowners, artists, families and retirees. He focuses on lifetime income planningstrategies, investment advice, and estate planning services. He also workswith businesses to develop strategic and succession planning strategies.Frank holds a B.A. from the University of Dayton and a master's degree fromCleveland State University.Frank has been active in his community as he served as a CouncilRepresentative at Large for the City of Highland Heights, as well as VicePresident and Secretary for the Hillcrest Council of Councils. He currentlyserves as a Board Member and Emeritus Chairman for Catholic CharitiesDiocese of Cleveland.Frank lives in Gates Mills with his wife Laura, daughter Reese and theircollie Charlie.

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