Jordan Heaps, CFP®, and Lauren Madison, CFP®, on the Heart of Legacy Planning

Your legacy is more than numbers on a page, it’s the values, stories, and the sense of security you leave behind. The real question is: how do you make sure what matters most carries forward for your family?

We see legacy planning as a way to bring families closer together. It’s not just about finances – it’s about creating clarity, reducing uncertainty, and giving your loved ones the confidence to move forward. Legacy planning can take many forms, from establishing charitable gifts that reflect your values, to designing an estate plan that protects your family, to simply initiating financial conversations that might otherwise feel overwhelming or daunting.

Our role as Certified Financial Planners (CFP®) is to make those steps easier. We provide the structure, support, and knowledge that allows families to focus on what truly matters to them. We anticipate that life will bring about unexpected changes and as such we encourage our clients to revisit their financial plan regularly to ensure it continues to reflect their goals and vision for the future.

Your legacy isn’t measured only in assets – it’s reflected in the stories shared, the values carried forward, and the care you’ve shown along the way. What will yours say? Learn more about how we can help guide you through estate planning: https://www.kellyria.com/estate-trust-and-legacy-planning