How It Works

Step 1

15-Minute Introductory Call

In a brief call, we look forward to learning a bit about your family and your situation and explaining how our services work and how we help.

Schedule Your Call

Step 2

90-Minute Connection Meeting

During this meeting, we’ll answer any questions you may have about working with us. Ultimately, we’ll uncover the goals you have, your priorities and concerns. We’ll also take a high level look at your current financial situation to understand where you are today.

Step 3

Behind-the-Scenes Analysis

We’ll conduct a thorough analysis of your finances and come up with specific recommendations to improve your standing and ability to accomplish your goals.

Step 4

The Proposal

In this meeting, we’ll discuss our initial recommendations in an easy-to-understand way. We’ll talk about how our recommendations can close the gap between where you are now and where you want to be. Most of the time these are subtle tweaks, which compound over time to make a huge difference. At the conclusion of this meeting, you'll have a good understanding of what value Legacy Financial Designs can create in your specific financial situation. This allows you to make an educated decision in moving forward with our guidance.

Step 5

Think On It

At this point, we invite you to take as much time as you need to think about whether you’d like to move forward in our process. We encourage you to consider if you like/trust/respect our guidance, reflect on our ability to communicate our recommendations, and if the value we provide is a multiple of the cost of our relationship.

Step 6

Mutual Commitment Meeting

You’ve decided to become a member of the Legacy Financial Designs family. In this meeting, we'll complete the necessary paperwork to make our relationship official.