The "Living Legacy Process"

As a multi-generational strategic plan, the "Living Legacy Process", helps to educate you, the client, through a 6 step process.  Encompassing both the traditional Financial Plan* with an Estate Plan, this fluid process ensures you never outgrow your plan nor it you!

 

  1. EDUCATION - fact finding with you...acknowledging goals, identifying concerns.
  2. IDENTIFYING  VALUES - your family values, your financial values.
  3. GOAL SETTING - setting your priorities, recognizing your concerns (both old and new)
  4. DEVELOPMENT / IMPLEMENTATION OF AN ACTION PLAN - integrating your family values and financial values to reach your goals.
  5. COORDINATE - your professional advisors so they are all working for the benefit of you, the client.
  6. REVIEW and RENEW 

 For more information on the "Living Legacy Process", or to schedule an appointment contact us.

 

*Diane Hack Gould is a Financial Adviser for Eagle Strategies LLC, A Registered Investment Adviser and offers investment products & services as a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency.

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