Our Process

Proper Steps In The Proper Order

We help our clients make sure their head, heart, calendar & investments are all going in the same direction!

Financial Action

Our objective in meeting with clients is to help people identify and pursue the appropriate financial opportunities.  We help you understand what you want to accomplish from a business and a personal perspective; and we get you to take action.

Most of our clients have done some good planning and they have existing relationships with very good advisors.  You may have spent a lot of time talking about these things but, perhaps you haven’t taken action yet.

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Our 6 Step Process:

  • Step 1 – Review: Clarify your concerns and objectives
  • Step 2 – Analyze: Provide a clear analysis and projection of your personal and business financial information
  • Step 3 – Develop: Explore possible strategies to achieve your goals
  • Step 4 – Coordinate: Collaborate with your circle of advisors
  • Step 5 – Implement: *Implement and follow up with your plan
  • Step 6 – Summary: Create a summary of your plan and monitor it over time

*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

The Legacy 6 Step Process

Fact Finder Questionnaire

The fact finder questionnaire is confidential and provides us an analysis of your present circumstances.

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