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. Likewise, you will get a chance to meet us and learn more about our mission to be your “Chief Financial Officer”.
Step 2: Establishing your priorities
Our number one job is to find out what’s important to you. You tell us where you want to go; we create a plan to get you there.
Step 3: Your personal game plan
We’ll assess your current situation and show you the recommended steps to reach your goals. At Legacy, we don’t have templates; each plan is client-driven and catered to your lifestyle, goals, situation and desires.
Step 4: Implementing your financial goals
Once we have a mutually agreed upon game plan, we’ll begin putting your financial objectives into action. For your plan to be successful, it needs to be achievable for your lifestyle. We’ll also give you the tools to tools to track your plan along with us, so you’ll know where you stand at any point in time.
Step 5: Ongoing care and review
Implementation of your financial goals is just the beginning. We truly want to grow with clients through all of their life stages and will continue to monitor and make adjustments to your plan. Throughout our relationship, you can expect to receive our “white glove service,” meaning you will receive regular and proactive communication, prompt response to your questions or concerns and individual attention to your financial goals.