NO ONE IS PROTECTING LEGACIES LIKE LSL
1. Schedule your complimentary Discovery Call. During this brief meeting, we will talk about your specific planning goals concerning your business, family, and legacy.
2. Design and implement your legacy plan. A week or two later, we’ll meet again for your Legacy Roadmap Session to fully dive deep into your current situation, and should you desire to move forward with planning, we'll begin designing your legacy plan to adequately secure your generational wealth and protect your legacy and family. Then a few weeks later, at your Destination Legacy: Signing Celebration, we’ll go over your plan and make sure it is properly signed and notarized!
3. Leave a true legacy. We’ll then meet a few weeks later to review your foundational legacy plan, and we’ll also make sure you document your WHOLE LEGACY - your life experiences and stories, faith, beliefs, values. The essence of who you are as a person. (Spoiler: this is the super fun part!)
4. Protect your business. We will meeting again a few weeks later to discuss and fully flesh out your business succession plan so that your business won't die with you and you can leave wealth for your children's children