What It's Like to Become a Client
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At Legacy Point Financial, we believe the best financial relationships are built on trust, clarity, and shared purpose. That’s why our client onboarding process is designed to help both of us determine if we’re the right fit to work together — and to ensure you feel confident in every step we take. Here’s how the process works:
Step 1: The Intro Meeting
This first meeting is about getting to know you — what matters most to you, what you’re hoping to accomplish, and what questions have been on your mind. There’s no cost for this meeting and no obligation to move forward.
We’ll also walk you through our firm’s philosophy, introduce the Legacy Point Process, and show you real examples of how we help clients navigate complex financial decisions. Together, we’ll explore which of our service models — Wealth Management, Financial Planning Only, or Investment Management Only — might best fit your needs right now.
We don’t dive into account statements or spreadsheets during this meeting. Instead, we focus on understanding whether we’re a good fit to move forward. If we are, we’ll outline next steps. If not, we’ll do our best to point you in the right direction.
Step 2: Design Your Strategy
If we both decide to move forward, this is where our work begins.
We’ll ask you to complete a financial planning questionnaire and securely share key documents like tax returns, investment statements, and other relevant information. While you take a breather, we get to work — organizing your current financial picture, identifying opportunities, stress-testing alternatives, and designing strategies tailored to your goals.
This phase applies primarily to clients in our Wealth Management or Financial Planning Only models, though some documents may still be required for Investment Management Only clients. A minimum planning fee applies at this stage, which we’ll clearly outline during our intro meeting and may waive depending on what we decide in the next step.
Step 3: Strategy Reveal
This is where it all comes together. We reconvene to walk through the insights we’ve uncovered, the strategies we’ve developed, and the ways we believe we can help improve your financial outcomes. You’ll see the value of our work — not just in theory, but in specific, relevant recommendations.
We’ll also clearly explain what working together would look like moving forward, including the associated costs, service model, and next steps.
At the end of this meeting, you’ll have the clarity to make an informed decision: Are we the right fit to move forward together?
If the answer is yes, we’ll take care of the details — opening accounts, transferring assets, and getting you set up with your online tools. Then we’ll schedule a separate onboarding meeting to make sure everything’s in place and expectations are aligned as we begin the journey ahead.
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