Our Engagement Requires Year-Round Guidance—One Place for Scheduling Every LEGACYSCULPT™ Conversation
As a LEGACYSCULPT™ client, you’re in the right place.
Financial planning is a year-round partnership — not a once-a-year event. To make it easy, we’ve organized all of your available meeting options in one place. Whether you're kicking off the year with a New Year Jumpstart, preparing for a key strategy session, or reaching out for timely support, you can schedule directly through this page at your convenience. Our work together is designed to evolve with your life — and that starts with making access simple, intentional, and always client-first.
OPTIONAL (highly encouraged)
Start the year with clarity and intention
LEGACYSCULPT™
New Year Momentum Builder
Start your year with confidence. The LEGACYSCULPT™ New Year Momentum Builder is a brief but impactful meeting designed to help you focus your energy, define your key financial goals, and set the tone for success. It’s optional but highly encouraged, especially for clients with new goals, income changes, or financial resolutions.
Next Sessions: Monday, January 12, 2026 - Thursday, February 12, 2026
Length: 45-60-minutes
CORNERSTONE MEETINGS (*Must attend at least one per year)
The foundation of your ongoing planning experience
LEGACYSCULPT™
Mid-Year Strategy Session
Held between May and July, your LEGACYSCULPT™ Mid-Year Strategy Session is one of the most important check-ins of the year. We’ll go beyond surface-level updates to evaluate your progress, explore proactive strategies, and ensure every part of your plan still supports your evolving legacy. This is where big-picture clarity meets day-to-day execution
Next Sessions: Monday, May 05, 2025 - Thursday, July 31, 2025
Length: 60-90-minutes
LEGACYSCULPT™
Year-End Milestone Review
Offered from mid-October through mid-December, the LEGACYSCULPT™ Year-End Milestone Review brings intentionality to the close of the year. We’ll wrap up key decisions, implement final strategies, and realign your plan to ensure everything continues building toward the legacy you’re creating for those important to you.
Next Sessions: Monday, October 20, 2025 - Thursday, December 18, 2025
Length: 60-90-minutes
ON-DEMAND SUPPORT (Client initiated)
Here when you need us—no waiting for the next review.
LEGACYSCULPT™
On-Demand Advisor Access
Life doesn’t always wait for a scheduled review. LEGACYSCULPT™ On-Demand Advisor Access consultations are here when you need quick guidance, a second opinion, or an extra set of eyes on a decision that matters. These sessions ensure your financial life continues to move forward — even when things shift unexpectedly.
Next Sessions: Client requested as needed (18 hours lead time)
Length: 15-60-minutes
LEGACYSCULPT™
Urgent Advisor Access
These urgent, same-day appointments are designed for those rare moments when you need guidance — now. Whether you're facing a time-sensitive financial decision, navigating an unexpected change, or just can’t wait for a scheduled session, this is your direct line to support. Availability is limited, but we'll do our best to make space when it counts.
Next Sessions: Client requested as needed (1 hour lead time)
Length: 15-60-minutes
Learn more about the LEGACYSCULPT™ Annual Service Calendar