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How It Works

Getting Started

with Legacy Financial Designs

Choosing someone to partner with for your finances is a highly personal and important decision. For this reason, we’ve designed a process through which you can experience working with us and better understand how we would help before deciding if you’d like to commit. There is absolutely no cost or obligation involved in this process.

15-Minute Introductory Call Houston, TX Legacy Financial Designs

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

90-Minute Connection Meeting Houston, TX Legacy Financial Designs

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.

Behind-the-Scenes Analysis Houston, TX Legacy Financial Designs

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.

The Proposal Houston, TX Legacy Financial Designs

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.

Think On It Houston, TX Legacy Financial Designs

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.

Mutual Commitment Meeting Houston, TX Legacy Financial Designs

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.

After Becoming a Client Houston, TX Legacy Financial Designs

What to Expect

After Becoming a Client

After our first quarter of working together is complete, we’ll check in through an implementation review to see where we can provide additional support. Legacy will be here as a dedicated guide as your life evolves.

Our Relationship Moving Forward

Interested in Seeing If We’re a Fit?

Schedule a Call to Begin