Your whole financial life, in one clear plan.
A thorough, written plan across your whole financial life, delivered as a single engagement.
Serving pastors and ministry leaders nationwide through virtual relationships.
A complete plan you can act on.
Maybe you’re not looking for an ongoing relationship right now. You just want a complete plan, built once, that you can take and run with. This is that. We look at your whole financial life, not just one corner, and hand you a clear, written plan with prioritized next steps.
It’s advice-only. We analyze, recommend, and put it in writing. You hold and execute in your own accounts, and we coordinate with your CPA and attorney so the pieces fit together. If your situation has more moving parts, a business, rentals, or equity compensation, that shapes the scope, and we agree on it up front.
For pastors who want the whole plan, one time.
You want a plan without the commitment
You’d rather have a complete plan you can act on now, without signing on for an ongoing relationship just yet.
You’re facing a big decision
Retirement on the horizon, a move, a windfall, or a change in your ministry or work. A moment when it pays to get the whole picture right.
Your situation has extra layers
A business, rental properties, or equity compensation? The plan scales to fit, and we agree on the scope up front.
Nothing about your money gets left out.
You get every corner a strong comprehensive advisor would look at, with the clergy-specific pieces built into each one.
Goals & cash flow
Short-term and long-term goals, cash flow, saving, and debt. What you’re planning toward, and the path to get there.
Retirement & income
Know whether you’re on track, with an income plan that turns savings, Social Security, and church plans into a steady, tax-aware paycheck.
Tax planning & review
Proactive strategy and a careful review of your return so nothing gets overlooked. Coordinated with your CPA; we plan, we don’t prepare returns.
Investment strategy
Invest with confidence in an allocation matched to your goals and your comfort with risk, with written guidance. You hold and execute in your own accounts.
Insurance & risk
Life, disability, and liability coverage reviewed for gaps and overlaps. We tell you what you need. We don’t sell any of it.
Benefits, estate & legacy
Make the most of your benefits, get your estate documents in order with your attorney, and build a plan to give and leave well.
Woven through all of it: housing allowance, SECA, the 403(b)(9), and the Social Security opt-out, handled with fluency, not a learning curve.
A simple, four-step process.
Scope the work
We start with a call to understand your situation and agree on the scope and price before any work begins.
Gather the picture
You share the details across income, savings, property, business, benefits, and goals so nothing is missed.
Build the plan
We analyze everything and build a written, prioritized plan with the clergy-specific pieces built in.
Walk through and coordinate
We review it with you in plain language and coordinate with your CPA and attorney. You act in your own accounts.
A plan is a snapshot. Your life keeps moving.
Your plan is yours to take and act on. But life doesn’t hold still. Taxes shift, markets move, and a new season always comes. Some pastors run with the plan on their own. Many decide they’d rather have a partner keep it current all year. That’s Ongoing Planning, and starting here is an easy way to step into it.
Get your complete plan.
Priced by scope and agreed in advance. Start with a short call and we’ll confirm fit and scope together.
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 Comprehensive Plan is an advice-only engagement: we provide written recommendations, and you hold and execute in your own accounts. We do not take custody of client assets or exercise investment discretion. We do not provide legal or tax advice or prepare returns or legal documents, and we coordinate with your qualified tax and legal professionals when appropriate. Fees start at $3,000, are priced by scope, agreed in advance, 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.