Step 1: Getting to know you
Our initial, complimentary consultation is designed to learn about your interests, concerns and why you are interested in Legacy. You’ll have the chance to meet multiple team members and get a feel for how we interact with our clients.
Step 2: Establishing your priorities
All of our clients are different. Some want to work at what they love for a lifetime, others want to retire young or care for other family members. Establishing what’s important to you is the first step toward personalizing your financial plan.
Step 3: Your personal game plan
We’ll assess your current situation and show you the recommended steps to reach your goals. You and your advisory team will have access to the premium technology and tools to help assess your situation and illustrate in stunning clarity where you’re headed. Adjustments can be made on the fly or during conversation to help visualize how changes today translate to a future lifestyle.
Step 4: Implementing your financial goals
Once we have a mutually agreed upon game plan, we’ll begin putting your financial objectives into action. There may be a lot to organize and substantial assets to keep track of. This is what we do best. We’ll give you the tools to track it with us so you always know where you stand. Our job is to handle as much of the “hassle” as possible so you can enjoy your life with the peace of mind that comes with knowing your affairs are being managed appropriately.
Step 5: Ongoing care and review
Implementation of your financial goals is just the beginning. Our clients meet with us regularly on a pre-scheduled basis so you never have to worry about when you’ll get to speak with us next. We’ll keep you updated between meetings on any necessary action items. As you get to know the team better, you’ll begin to feel a sense of empowerment knowing that you have professional teammates who want to see you succeed and who have the resources and expertise to get you there. .