Your Financial Path Forward—
Made Simple
Explore more about our process at Legacy Wealth Advisors and how it can transform the way you think about your finances.
financial planning process for chicago families
Do More with What You Have
As you plan for what’s next—whether that be retirement, a job change, or kids going to college—the last thing you need is a complicated set of instructions. You need a clear map to follow. Our Legacy Roadmap is just that: a simple process that we use to guide you on the journey to better clarity for what lies ahead. Along the way, you’ll have all the support you need from our team. When questions or challenges arise, we’ll be right there.
The Legacy Roadmap: Our Approach to Serving You
Book A No-Obligation Consultation With Us
Handing over your hard-earned savings to a financial advisor can be daunting. That’s why our first meeting with you is 100% complimentary, with no obligation to work with us. You deserve clarity on your financial journey, and you deserve someone you can trust to get you there. Schedule a consultation with us today to learn more about our financial planning process.
FAQ
We are of the opinion that a financial plan is never fully “complete”—it is constantly monitored and adjusted. That being said, we take about 6 weeks at the beginning of our relationship with you to lay a solid groundwork for your financial plan. We do this after gaining a full understanding of your needs and goals and what you are looking for in an investment strategy. Then, we monitor that plan regularly and keep you updated on changes.
Our pricing is straightforward and transparent. We charge based on the assets we manage for you, and that fee includes access to our complete suite of services. You won’t find any hidden charges or surprise fees.
In our first meeting, we want to get to know you and your family. After we hear a bit about your personal situation and concerns, we’ll ask you about your financial situation—such as debt, savings accounts, assets, and more. Based on our call, we’ll create a chart that shows you your current financial reality. If you choose to work with us, this chart will be our benchmark to start measuring and meeting your goals.
We review your financial plan on an as-needed basis, but we customize our meeting frequency to your preferences. For those within an advisory relationship, we recommend a meeting at least once a year, but our team is always available to answer your questions in our office, over the phone, or via email.
