Engage the Legacy Resources planner to develop the Value Proposition Letter and schedule the Discovery Dialogue and Financial Checkup
Provide legal, tax, and financial information for review
Review the content of the Value Proposition Letter prepared by your Legacy Resources planner. Determine whether a tactical, executive, or comprehensive plan is the appropriate step for you in Phase II
Our process begins with the Discovery Dialogue and Value Proposition Letter (VPL). If there is
clarity about your goals and current situation, Phase 1 may involve little more than a VPL
for a nominal price. The VPL recommends which plan would be right you. The VPL also details
the costs and benefits of entering into a Phase 2 engagement with Legacy Resources.