A yearly check-up for your financial life.
One dedicated planning conversation a year with an advisor who knows clergy finance, built entirely around what matters most to you. Expert eyes on your whole picture, once a year, so you can move forward with confidence.
Serving pastors and ministry leaders nationwide through virtual relationships.
One meeting a year, built entirely around you.
Once a year, we work through what matters most to you right now. You set the agenda. Maybe it’s an investment decision you’ve been sitting on. Maybe it’s cash flow, an insurance question, legacy and giving, a tax move, or a goal you want to make real. We bring the planning depth and the clergy fluency. You bring what’s on your mind.
Between meetings, a secure online portal keeps your accounts, budget, and documents organized in one place, so the conversation is focused and current. You hold and execute in your own accounts. We advise, and you decide.
Everything the membership gives you.
One annual planning consultation
A yearly session built around your priorities, whether that’s investment decisions, cash flow, insurance, tax planning, legacy, or a goal, with the clergy-specific pieces built in and clear guidance for the year ahead.
Your whole financial life, organized
A secure online portal that connects all your accounts in one place, bank, investments, retirement, and debts, so your full net worth stays current. Track cash flow and spending, keep a budget, and store important documents like wills and statements in a secure vault. On your computer or your phone.
A simple guided setup
A short recorded walkthrough shows you exactly how to set up your portal, connect your accounts, and come ready to get the most from your consultation. Watch it anytime, at your own pace.
25% off hourly help
Members get our hourly rate at a discount for the questions that come up between annual reviews. There when you need it, never required.
An advisor who knows your world
Housing allowance, SECA, the church plan, dual status. You won’t spend the session explaining how ministry pay works.
An on-ramp, not a ceiling
If your situation grows, the membership is an easy step toward full Ongoing Planning whenever the timing is right.
One flat price, billed by direct invoice.
A simple, four-step rhythm.
Join
Reach out and start your membership. We’ll get you set up with access and the recorded onboarding.
Get organized
You connect your accounts in your secure online portal so your full picture is in one place, current and complete.
Your annual consultation
Once a year we work through the questions and decisions that matter most to you, and you leave with clear guidance for the year ahead.
Act and adjust
You carry out the plan in your own accounts. Between reviews, discounted hourly help is there for one-off questions.
Pastors who want a yearly anchor, not silence between decisions.
This fits you if your situation is fairly steady but you still want an expert set of eyes on it each year. Want a partner coordinating everything all year? Ongoing Planning is the fuller relationship. Just want one focused look before retirement? Start with the Checkup.
Give your finances a yearly check-up.
Ask about the Annual Planning Membership, or start with a short introductory call to see whether it’s the right fit.
Legacy Path Advisors is a Registered Investment Adviser registered in the State of Tennessee. Registration does not imply a certain level of skill or training. The Annual Planning Membership is an advisory service built around one annual planning consultation; the firm uses financial planning software to support its planning work. We do not take custody of client assets or exercise investment discretion, and you hold and execute in your own accounts. We do not provide legal or tax advice, and we coordinate with your qualified tax and legal professionals when appropriate. Fees are billed by direct invoice and subject to the terms of a signed client agreement. Fee-only means we are paid only by the clients we serve; no arrangement removes every possible conflict of interest, and we disclose ours in our Form ADV. Our Form ADV and Form CRS are available on request.