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1. Intro
2. Benefit from a Proven Process
3. Control as Much as 95% of Your Wealth
4. Move From Success to Significance
5. Integrate Advanced and Proprietary Tools
6. Assemble a Highly Skilled Planning Team
7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
8. Take Advantage of One-stop Access
9. Easily Re-optimize the Plan in response to...
10. Access Seven Levels of Service
11. Progress thru Phases at Your Pace
12. Timing of Deliverables
13. Planning Process
14. Value Showcased in Sample Deliverables
15. Family Wealth Statement
16. Financial Checkup
17. Value Proposition Letter
18. Value Proposition Letter Example
19. Planning Process: Consider 50+ Objectives
20. Planning Process: Consider 200+ Tools
21. Tactical Plan
22. Executive Summary Plan
23. Comprehensive Plan
24. Case Study: Before and After
25. Gap Between Current and Desired Results
26. Current Plan Flowchart
27. Proposed Plan Flowchart
28. Fully-integrated Cash Flow Summaries
29. Next Steps
30. Prepare a Value Proposition Letter
31. Engage LR Planners
32. Review the Benefits
33. Contact Us
34. Our Mission




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Phase 1 1. Family Wealth Statement (Family Retreat)*
2. Financial Check-Up*
3. Value Proposition Letter*
Phase 2 4. Tactical Plans*
5. Comprehensive Wealth Blueprint*
Phase 3 6. Implementation Documents
Phase 4 7. Annual Updates
*Certain planning instruments are offered individually so that you and your Advisors may select, tailor and integrate those that are most appropriate.

11. Progress thru Phases at Your Pace

The model reveals how Phase 1 of our process begins with the Discovery Dialogue. This conversation can be completed in about two-three hours, provided the client is clear about his or her goals and current situation. In most cases, however, clients welcome assistance in clarifying their goals in the context of their unique financial and family situation. Many families choose an extended dialogue, which we call The Legacy Interview (Family Retreat). This discussion focuses on the family's history, what they want to leave for a legacy, and the decisions that need to be made. This exercise concludes with the drafting of a Family Wealth Statement. Frequently clients ask us to check the status of their current plan, in order to check for any inconsistencies between their goals and their current path. The current plan is portrayed in a document known as The Financial Checkup.

Phase 1 culminates with a Value Proposition Letter ("VPL"), which details the financial and other benefits Legacy Resources anticipates providing. If a client wants to focus on reducing taxes or achieving some other goal, the next step may be a relatively simple tactical plan or executive summary plan. If the client wants a more comprehensive process, we review the process and deliverable of the comprehensive plan (Family Wealth Blueprint). This document illustrates an optimal combination of strategies for minimizing taxes, increasing transfers to heirs, enhancing charitable giving potential, and achieving other personal or financial goals.

Phases 2, 3, and 4 are described in the chart on the left and on the following slide:

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Legacy Resources, LLC is an Illinois Registered Investment Advisor