Our Planning Process

What should you expect? In addition to boutique level service, here is a summary of what to expect with our planning process:

  • Your initial consultation will be focused on discovering and learning about your unique story.
  • Once we have accurately assessed your needs and objectives, we connect them with our expertise and experience to help you build your own strategic plan.
  • Working together with you, our team of experts will implement your plan to help ensure all aspects are completed and coordinated using a team approach with your other trusted advisors.
  • We will continuously measure progress with you as we aim to be the steady hand throughout time, so you can confidently enjoy the journey ahead.
Planning Horizon graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC.