New Year, Clear Direction—Chart Your Financial Course for the Year Ahead
Please use the calendar below to schedule your
LEGACYSCULPT™ New Year Momentum Builder Check-In
Let’s kick off the new year with focus and clarity. This 30–60-minute session is a light but purposeful check-in to align your top priorities for the year ahead. We’ll revisit your goals, check cash flow or savings needs, and outline any planning items to track in the coming months.
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.