Financial Planning – Council Bluffs | LegacyOne
Build a Financial Plan That Finally Makes Sense for Your Life
Financial planning shouldn’t feel intimidating, confusing, or reserved for the wealthy.
At LegacyOne, we make financial planning clear, personal, and practical — designed for real people with real goals, real challenges, and real dreams.
Whether you’re preparing for a big milestone, rebuilding after life changes, or trying to create long-term security for your family, we help you craft a plan that supports your present and builds toward your future.
Who We Serve
Individuals wanting long-term stability
Professionals ready to organize their finances and set clear goals.
Couples preparing for major life transitions
Marriage, home buying, expanding the family, career moves — your plan should grow with you.
Families seeking structure and protection
Ensure financial security, savings, and generational foundations.
People rebuilding after setbacks
Divorce, financial hardship, credit struggles, or major setbacks — we help you get back on track.
Anyone who wants a roadmap instead of trial-and-error
Your plan should be proactive, not reactive.
What Financial Planning Includes
This is the perfect next step for those wondering “what’s next?” after our Financial Coaching services. This is also a good step for those who feel they need more in-depth and big picture support than our Coaching services offer.
We guide you through all the major components of a strong financial life:
Budget & Cash Flow Optimization
Understand your income, spending, and habits so you can make confident decisions.
Debt & Credit Strategy
Pay down debt and improve your financial standing without sacrificing your quality of life.
Major Life Goal Planning
Home buying, career shifts, education, travel, family planning — build a timeline that works.
Insurance & Benefits Clarity
Review what you already have (or need) to protect yourself and your family.
We do not sell or recommend specific insurances. We are not affiliated with any providers.
Investment Readiness
We don’t sell investments — we help you understand them so you can make informed choices or prepare for future professional guidance.
Emergency Fund & Risk Strategy
Prepare for the unexpected while building long-term stability.
Generational & Long-Term Planning
Design a plan that supports not only you, but the legacy you want to build.
Our Approach
Judgment-Free Guidance
Your story matters. We support you without shame, pressure, or jargon.
Personalized Strategy
No generic templates. Every plan is custom-built around your income, household, and goals.
Clear & Actionable Steps
You won’t get overwhelmed with theory — you get a realistic plan you can follow starting from day One.
Aligned With the G⁵ Pathway
Our unique framework ensures your plan grows with you from grounded to legendary.
How It Works
1. Free Discovery Call
We discuss your goals, challenges, and what’s most important for your future.
2. Financial Snapshot Assessment
You’ll complete a simple intake so we can understand your current picture.
3. Your Personalized Financial Plan
Delivered in a clear, structured format with step-by-step next actions.
4. Ongoing Planning & Support
We meet regularly to adjust your plan and guide your progress.
Why LegacyOne?
A Planning Partner You Can Trust
LegacyOne was built to serve individuals, couples, and families who want more than sporadic advice — they want a long-term partner in their financial journey.
Real Experience, Real Impact
From corporate finance to coaching and planning, LegacyOne brings professional insight with a human approach.
Community-Centered
We coach people from all backgrounds — busy earners, planners, rebuilders, and everyone working toward a brighter future.
No Sales. No Products. No Hidden Motives.
We don’t sell investments or insurance.
Your plan is built for you — not for commissions.
Common Planning Goals We Support
Saving for a home
Preparing for marriage or family expansion
Managing debt while planning for the future
Increasing long-term financial stability
Building credit
Emergency fund navigation
Understanding employee benefits
Long-term wealth building
Preparing for investing
Major transitions (career change, relocation, divorce recovery)
Pricing
Need another reason to pick LegacyOne? Like all our services, we make sure everything is highly accessible. Whether it’s a one off encounter, a second opinion, on-going or retaining services, we’ve made it our mission to ensure everyone gets the support and guidance they need.
Not only do we tailor your plan to your needs, budget, and timeline. We also have accessible pathways such as:
Community Pricing (up to 50% off our standard pricing).
Sliding Scale Fees (we base the cost of services on your current financial picture).
Sponsorships (Whether through your own sponsor, our internal sponsors, or our legacy fund, we will help you get the services you need).
Community platforms (we have many platforms for our community to participate in for workshops, educational material, and more coming soon!)
Start Building Your Financial Future Today
Your financial future shouldn’t feel uncertain.
You deserve a clear plan — one that matches your goals and supports your life.