Realign. Refocus. Reignite. Your Mid-Year Financial Strategy Starts Here
Please use the calendar below to schedule your
LEGACYSCULPT™ Mid-Year Strategy Session
This 60–90 minute session is your mid-year deep dive. We'll assess progress on your financial goals, revisit your tax and investment strategy, and identify opportunities to adjust course where needed. We’ll use the LEGACYSCULPT™ framework to keep everything aligned with your long-term vision — and ensure you’re on track for a strong finish to the year.
Note: Our meetings are set for 60 minutes, with a bit of buffer time built in if we need it. That said, we respect your time and aim to keep things on track and efficient.