The Big Picture Blueprint™ Process

We at Legacy Financial Partners recognize the best way to get on track toward reaching financial goals is an easy to follow step-by-step process. Producing an effective strategy is one of the most difficult elements of reaching these goals, so having the help of professionals who are highly experienced can take away a lot of the stress and doubt of planning. That is why we use the Big Picture Blueprint™ Process.

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The 5-Step Process

Step 1

Understanding your needs

At Legacy Financial Partners, we want to fully understand your goals so we can help you reach them. During this step, we will get to know you on a personal level, gaining a better understanding of your needs and desires for your financial future.

Step 2

Creating your personal financial strategy

The next step will be using the information we gathered from the first step to create a completely customized personal financial strategy.

Step 3

Presenting and reviewing your Big Picture Blueprint™

After completing your Big Picture Blueprint™, we will sit down and completely review it with you, answering any questions or concerns that may arise. This will provide a firm foundation for the journey ahead.  

Step 4

Living your Big Picture Blueprint™

Once your Big Picture Blueprint™ is fully understood and agreed upon, it is time to start living it. We want to see you using all the available information to secure a great financial future.

Step 5

Reviewing and monitoring

Our work does not end once the strategy is written out. We will work together to review and monitor your progress, making any adjustments if necessary.

Ready to Get Started with Your Big Picture Blueprint™?

If you are looking to get on the right track with your finances, but need some help with the planning stages, Legacy Financial Partners is here to help. Please contact us today to schedule a meeting.  

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Think you’re ready to take the next step?

If you’d like to hear more information about any of our products or services, schedule a meeting today or register to attend a seminar.