Take Control of Your Financial Future with a Plan that Puts You First

Financial planning is about more than numbers—it’s about you. Your dreams, your goals, your future. But for many, the world of finances feels overwhelming, and decisions can feel impersonal or even out of reach. The Humanity Factor changes all of that.

Author and financial advisor to high-net-worth individuals and families, Frank Legan, takes you on a journey beyond traditional financial advice, offering a process that’s not just achievable—but empowering. Through real-life stories of clients who have become like family, Frank shows how his personalized, human-driven approach to financial planning provides clarity, comfort, and lasting peace of mind.

With this book, you’ll discover:

• How to create a personalized financial plan that reflects your values, passions, and goals.
• A step-by-step process that simplifies even the most complex financial decisions, giving you the confidence to move forward.
• Why focusing on what matters most—your family, your dreams, your future—is the key to true financial freedom.
• Strategies to overcome fears and insecurities around money, so you can build the life you’ve always wanted.
• Insights from a trusted financial advisor who shares real-life stories of success and shows you how to make your dreams a reality.

Plus get access to the Experience Index™—a powerful questionnaire designed to help you assess your current financial planning experience—and the Seven Inspired Questions Journal, which will guide you through deep reflection on what truly matters in your life and how to align your financial plan with those values.

This isn’t just about managing money; it’s about aligning your financial plan with the purpose and people that matter most in your life.