Pre-Appointment

The following are some of the tools that we utilize to develop your LifeLegacy WealthCare plan. Please feel free to explore.

We are happy to schedule a time to discuss with you, your vision of life and how LifeLegacy might be best positioned to help you achieve it.

To schedule an appointment please email: info@lifelegacywealth.com

Pre-appointment

1 PREAPPT LLWM (2018).pdf
Financial Planning Questionnaire_1.pdf
IsLifePlanningforMe.pdf
Values Exercise_1.pdf
Financial Attitudes Exercise_1.pdf