Close the Year with Confidence—Reflect, Refine, and Finish Strong
Please use the calendar below to schedule your
LEGACYSCULPT™ Year-End Milestone Review
As we approach year-end, this 60–90 minute session gives us the chance to lock in wins and close the year with purpose. We’ll use your LEGACYSCULPT™ plan to finalize tax moves, assess investment positioning, and confirm any financial milestones or action items. This session helps tie a bow on the current year and set the stage for a strong next chapter.
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.