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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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29. Next Steps

1. Engage the Legacy Resources planner to develop the Value Proposition Letter and schedule the Discovery Dialogue and Financial Checkup
2. Provide legal, tax, and financial information for review
3.  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.


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Legacy Resources, LLC is an Illinois Registered Investment Advisor