Why do you call it Legend Trials?
The U.S. Food, Drug and Cosmetic Act of 1938 subjected new drugs to premarket safety evaluation for the first time. As a result, prescription drugs go through a rigorous trial period before hitting the market.
Think of Legend Trials in the same way, an evaluation and test run to jumpstart your financial future. This “lite” version of Legend Membership is meant to get you on the right track with a little help from me.
Want to start an IRA?
Not sure how to allocate your company retirement plan?
Having a tough time tackling your mountain of student debt?
HOW IT WORKS:
This meeting allows me to learn about you and what makes you tick. Additionally, you can ask me any questions you may have. The purpose of this meeting is to determine what you are looking for and if we would be a good fit to work with each other.
Information Gathering Meeting
Once we determine the 1-2 issues to focus on, this meeting will review all the relevant information pertaining to those issues.
Plan Delivery Meeting
This meeting is to present your financial plan. We’ll go over each of your chosen components of the plan and the associated recommendations. At the end of the meeting, we’ll schedule a 90-day follow up meeting to discuss progress and answer any remaining questions you may have.