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.