Our Planning Process
A Journey Worth Taking
A plan without action is just a plan. Walk with us on your financial journey and experience the Legacy difference. Our proven process produces results:
Define Your Dash
This meeting is designed to help us understand what is truly important to you and your family so you can Live Your Dash to the fullest.
Creation of Financial Plan
We will create a Financial Life Plan that will provide you with definitive recommendations for achieving your goals based on what you value most.
This step is designed to take action by implementing the recommendations from your Financial Life Plan.
Financial Plan Review
We will review your plan and investment portfolio, discuss what has changed in your life since our last review and make recommendations to optimize your probability of success.
Implement Plan Updates
During this phase, we will implement the revisions from your Review and Accountability Meeting. Keeping your plan updated will give you the financial confidence to Live Your Dash.