3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
3306 Clays Mill Road, Suite 101, Lexington, KY 40503
(859) 219-1601
info@legacyadvisorsky.com
New Client Experience
New Clients: What to Expect When You Start Working With Us
Step 1: Discovery Conversation
We start with a conversation—not a sales pitch. You’ll share your goals, your financial story, and what
you hope to achieve. We’ll ask questions, get to know you, and determine if we’re a good fit.
Step 2: Document & Data Collection
If it feels right, we’ll collect key documents—like tax returns, investment statements, insurance info, and estate documents—to understand where you stand today.
Step 3: Strategy Design
Behind the scenes, we go to work. We analyze your financial landscape, identify opportunities, and build
a personalized strategy around your goals, values, and timeline.
Step 4: Planning Presentation
We meet again to walk you through your custom plan. You’ll see the strategy, ask questions, and decide if you’d like to move forward with us as your advisory team.
Step 5: Implementation (With Your Yes)
If it’s a yes, we’ll begin implementing your plan—opening accounts, making adjustments, and putting everything in motion.
ONGOING CLIENTS:
What It's Like After You're Onboarded
Annual Strategy Review
Each year, we meet to revisit your goals, update your plan, and adjust based on life changes. This isn’t just a portfolio check—it’s a full-picture review to keep you on track.
Proactive Tax Planning
We don't just wait until April. We plan ahead—identifying tax-saving strategies like Roth conversions, QCDs, loss harvesting, and more throughout the year.
Portfolio Oversight
We manage and monitor your investments to stay aligned with your goals and risk tolerance. Rebalancing and strategy tweaks happen as needed—always with intention.
Estate & Insurance Reviews
We keep an eye on the important stuff—like making sure your beneficiaries are up to date and your estate plan still reflects your wishes. We also review insurance coverage as your needs evolve.
On-Call Guidance
Life changes fast. Whether it’s a career move, a big purchase, a new baby, or a financial curveball—you can reach out anytime. You don’t need to wait for the next scheduled review.
"During This LIVE Presentation
We'll Show You The Funnel AND Help You To Customize It For Yourself So You Can Start Generating More Of Your Dream Clients By The Time The Web-class Is Over!!!"
Starts Live
( NOTE: I'll Show You This New Software Feature LIVE, And Then Give You A Copy For FREE! )
We're Here for You.
Big moments. Small questions. And everything in between.
We’re here for more than your annual review. Reach out anytime—really.
Whether it’s a job change, a new baby, a major purchase, or something on your tax return that just doesn’t make sense, we want to be your first call.
You don’t need to have the perfect question. Just bring what you’ve got—we’ll help you sort it out.
