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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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13. Planning Process

The graphic below shows that the planning process begins with a discovery session we call The Discovery Dialogue. We adapt the discovery session to your needs. Once you have clarity about your goals, and can provide details about your financial and legal documents, then we can proceed with the Value Proposition Letter. Typically, the discovery session requires two to three hours during which we focus on your dangers and opportunities and a vision for your wealth.


If you lack clarity about your goals or current legal and financial affairs, then we conduct the Legacy Interview, during which you and your spouse or significant others clarify answers to about 55 questions regarding the transfer of wealth, the payment of taxes, the fulfillment of dreams, and related topics. A Financial Checkup reviews your current plan in light of income tax, insurance, investment, estate tax, retirement planning, business succession, and executive compensation issues.

The Value Proposition Letter makes a case for why the client should engage the Wealth Advisor for planning during Phase 2. During Phase 3 the planning team implements the plan. There may also be an additional Phase 4 engagement during which the client engages the Planner for quarterly or annual reviews.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor