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CAPABLE model
7 Deliverables
Action Steps


Action Steps

Steps:
1. Schedule a Discovery Session
2. Gather legal, tax, and financial documents for review
3. Review benefits of optional Legacy Interview
4. Schedule meeting to review the status of your planning and the Place of Greatest Potential
5. Begin Phase 2 - Tactical or Comprehensive Planning
6. Begin Phase 3 - Implementation
7.   Begin Phase 4 - Annual Reviews or Family Board Meetings




Legacy Resources, LLC is an Illinois Registered Investment Advisor