New Year, Clear Direction—Chart Your Financial Course for the Year Ahead
Start the year with a check-in on your goals, cash flow, and tax-smart retirement strategy.
As part of your LEGACYSCULPT® Client Journey, the New Year Momentum Builder helps you start the year organized and confident. We’ll review last year’s progress, reset your priorities, and ensure your retirement and tax strategies are aligned from day one.
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.