Our Process

Our comprehensive process is the basis of a long-term partnership:

  1. We get to know you and understand your goals
  2. We design a personalized financial plan to help you attain your goals
  3. We put your plan into action
  4. We review your plan – with you – on a regular basis
Wealth Optimization

Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.