Financial Wellness for Every Chapter of Life’s Journey
Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.
Our Process
Starts with a conversation
<– MOBILE ONLY START –>
GET ACQUAINTED
Complimentary 1 Hour Session
Listen to your questions and concerns.
Explore your current life transitions.
Share about your family and previous financial planning experiences.
Discover how our services can help you live an inspired life.
Discovery
2 to 3 Hour Session
Share your story.
Discover or reaffirm your most heartfelt aspirations.
Clarify your values.
Articulate a vivid vision of your future.
Life Mapping
2 Hour Session
Create an intentional life map with flexibility.
Quantify your financial goals.
Uncover hidden obstacles and opportunities that lay in the road ahead.
Investment Dialogue
1.5 Hour Session
Discuss your money messages.
Clarify risk tolerance.
Review your current investment holdings.
Plan Presentation
2 Hour Session
Explore your personalized Financial Life Plan.
Receive specific investment recommendations.
Discuss the tools, tactics, and strategies that are appropriate for you.
What’s Next
1 hour
Address any questions about your Financial Life Plan.
Review action items and recommendations from your team of advisors.
Develop a timeline of your next steps.
Continuing Collaboration
Monitoring progress through a customized meeting schedule.
Navigate the transitions of life together.
Recalibrate investments as your life needs change.
<– MOBILE ONLY STOP –>
<– DESKTOP ONLY START –>
GET ACQUAINTED
Complimentary 1 Hour Session
Listen to your questions and concerns.
Explore your current life transitions.
Share about your family and previous financial planning experiences.
Discover how our services can help you live an inspired life.
Discovery
2 to 3 Hour Session
Share your story.
Discover or reaffirm your most heartfelt aspirations.
Clarify your values.
Articulate a vivid vision of your future.
Life Mapping
2 Hour Session
Create an intentional life map with flexibility.
Quantify your financial goals.
Uncover hidden obstacles and opportunities that lay in the road ahead.
Investment Dialogue
1.5 Hour Session
Discuss your money messages.
Clarify risk tolerance.
Review your current investment holdings.
Plan Presentation
2 Hour Session
Explore your personalized Financial Life Plan.
Receive specific investment recommendations.
Discuss the tools, tactics, and strategies that are appropriate for you.
What’s Next
1 hour
Address any questions about your Financial Life Plan.
Review action items and recommendations from your team of advisors.
Develop a timeline of your next steps.
Continuing Collaboration
Monitoring progress through a customized meeting schedule.
Navigate the transitions of life together.
Recalibrate investments as your life needs change.
