Financial Planning
Fee-based financial planning is at the heart of what we do. The complexity of your financial life means that all decisions—big and small—can impact your finances. Let Legacy Wealth Partners help align your decisions with long-term goals to help build generational wealth.
Our Financial
Planning Process
The First Consultation
- Review why you’re looking for professional planning help
- Outline our goals and concerns for the future
- Review our financial planning services and fees
- Review our investment management services and fees
Strategy Session
- Review what we learned about you from our first meeting
- Ask you to provide detailed financial info (assets, liabilities, taxes, and insurance)
- Creation and presentation of initial financial plan
- Recommendation of strategies to meet your goals
- Approval of plan and strategy
Implementation
- Partner together to enact financial plan
- Begin managing investments (if desired)
- Begin ongoing financial coaching
- Plan out regular reviews
- Outline ongoing service
Annual Reviews
- Review financial plan and adjust (if needed)
- Review major life events (marriage, childbirth, etc.)
- Confirm goals
- Review progress