The Legacy Creation System™ is a comprehensive 5-step process that collects information relevant to your financial situation, crystallizes your important goals and objectives, uncovers any gaps affecting these objectives and provides strategies that can be taken to help you reach your financial goals and ensure you have created the legacy you envisioned.
Development Phase
This is where your story begins. Here we listen to, discover and gather all the hard and soft facts from your current personal, business and estate plans. We then take these facts and produce a clear, understandable picture reflecting your current situation.
Crystallization Phase
This is the cornerstone of The Legacy Creation System™. Once we have a solid understanding of your current situation, we spend time listening to you identify exactly what your objectives are in each of your planning areas.
We will seek to clarify your goals and objectives throughout this phase in an effort to ensure we have a true and clear understanding of what is important to you.
Analysis Phase
We are here to help guide you through the often overwhelming process of creating, maintaining and leaving a lasting Legacy. Together we will identify and make sure you understand the obstacles that could prevent you from meeting your desired objectives and acheiving the Legacy you want, and we can help you do what is needed to overcome them.
Implementation Phase
We have the capability to do what is needed to overcome the obstacles uncovered in the previous phase. Here every issue that might prevent you from establishing your Legacy will be addressed by exploring various options. We then work with you to help you implement these strategies and ensure your Legacy is in place. We can also coordinate the implementation of these strategies with your tax and legal advisors.
The Legacy of Value Phase
We desire to not only provide you with value, but to be valuable to you. We want to make sure that the plan you want is always the plan you have, so during this part of the process we and our staff are committed to helping you and your advisors keep your plan up-to-date by coordinating financial activities related to your plan and providing ongoing service as your needs and situation change over time. After all, planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your plan on track with your changing needs, goals and desires. In an ever changing tax and regulatory environment, this is an extremely important and valuable part of our process.
Our goal is to make sure the plan you want is the plan you have.
