Need Support? Your Advisor, On-Demand—Timely Advice When It Matters
Start the year with a check-in on your goals, cash flow, and tax-smart retirement strategy.
Need to check in outside of our regularly scheduled planning sessions?
Book a LEGACYSCULPT™ On-Demand Advisor Access consultation— a flexible 15–60 minute conversation where we can discuss life changes, decisions you’re facing, or any unexpected opportunities. These sessions are designed to be nimble, focused, and available when life doesn’t follow a calendar.
NOTE: The default meeting length is 30 minutes. You can change the appointment length from 15 - 60 minutes on the main page of the scheduler below (30-min dropdown next to clock icon).