Legacy Planning

Empowering families with heartfelt financial guidance for a secure future.

A person writing in a planner with a white pen on a clean white table. The planner is open to a page labeled 'celebrations.' Nearby, there is a Starbucks iced coffee with a green straw, gold paperclips, and a transparent tape dispenser. A glass vase with a plant is also partially visible.
A person writing in a planner with a white pen on a clean white table. The planner is open to a page labeled 'celebrations.' Nearby, there is a Starbucks iced coffee with a green straw, gold paperclips, and a transparent tape dispenser. A glass vase with a plant is also partially visible.
Real Struggles

I understand real family struggles, especially those living paycheck to paycheck. My mission is to provide clarity and support to help families navigate financial uncertainties with confidence and compassion.

Heartfelt Support

Through meaningful guidance, I aim to help families protect what matters most, ensuring their financial future is secure and their legacies are honored and preserved for generations to come.

Client Feedback

Hear from our satisfied clients about their experiences with us.

Meaningful Legacy Financial Planning transformed our financial outlook and provided clarity.

Sarah Johnson
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.

Springfield MO

Amy's guidance helped us navigate our financial challenges with confidence and ease.

A book cover is displayed against a dark background. The cover features a photograph of a smiling man in a suit alongside the title 'Rich Dad Poor Dad' in large yellow and white lettering. There is also a circular label indicating a 20th-anniversary edition.
A book cover is displayed against a dark background. The cover features a photograph of a smiling man in a suit alongside the title 'Rich Dad Poor Dad' in large yellow and white lettering. There is also a circular label indicating a 20th-anniversary edition.
Mark Thompson

Bolivar MO

★★★★★
★★★★★

HELPING FAMILIES ACHIEVE PEACE OF MIND ONE CLIENT AT A TIME