This is a general outline of our process. Since each personal pathway is treated as unique, your plan is custom designed for your particular situation to create specific strategies for you.
Discovery Meeting
Discuss and establish personal goals, identify concerns and review your benefits.
Plan Design
Analyze and evaluate your financial status with regards to your personal goals and objectives.
Strategy Check-In
Discuss ways to deal with unpredictable future. We want to educate you on uncertainty if taxes markets, inflation and interest rates.
Initial Meeting
Discuss our services and your situation.
Plan Proposal
Discuss options and customize recommendations designed to help you meet your personal goals.
Plan Presentation
Discuss options and custom recommendations designed to help you meet your goals.
Implementation*
Work with you and your leadership team and Advisors to implement actionable items.
Annual Meeting
Meet regularly to review progress towards meeting your goals as well as update the plan based on changing financial, family or tax situations.
YOUR LEGACY. OUR EXPERTISE.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. ** Blue Legacy Advisors does not provide tax or legal advice or services. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.