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7 Deliverables
Action Steps

Action 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