Legacy Planning Advisors, Inc.

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Here’s what you can expect in our initial conversation:

  • A focus on you, your goals, and your values through a guided discovery conversation.
  • An understanding of your financial and family situation, your point of greatest urgency and your point of greatest potential.
  • A description of the process we will use to fully analyze your current situation, present recommendations and a detailed plan of action and follow up.
  • A clearly described investment philosophy and working relationship.
  • Fees clearly explained and questions answered.
  • A mutual determination as to whether we are a good fit for each other.

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