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Introductory Wealth Management Consultation

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    Welcome Back!

    We’re excited to meet with you again. Since you’re already a valued client, please use our LEGACYSCULPT™ Client Scheduling page to set up your appointment.

    We recommend bookmarking this page for easy access in the future.

    You’ll also find other helpful resources inside your LEGACYSCULPT™ Client Resources Hub — including planning tools, guides, and scheduling links to make your experience seamless.

    If you need help, don’t hesitate to reach out.

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    This helps us keep accurate records and avoid duplicate profiles in our system.
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    Welcome back!

    We’re excited to connect with you again. Since you’ve already had an Introductory Call, your next step is to schedule a Discovery Meeting. In this meeting, we’ll dive deeper into your goals, review your financial picture, and explore whether working together is the right fit.

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    Please select a time that works best for you. This meeting is typically 45–60 minutes and can be held via Zoom, Google Meet, Microsoft Teams, or phone call.
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    There is no fee for scheduling your Introductory Financial Planning Meeting.
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    As a general guideline, we recommend this fee not exceed 2% of your Adjusted Gross Income (AGI) — found on IRS Form 1040, Line 11. For example: $210,000 AGI × 2% = $4,200.
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    There is no fee for scheduling the Introductory Financial Planning Meeting
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    As a general guideline, we recommend this fee not exceed 2% of your Adjusted Gross Income (AGI), found on IRS Form 1040, Line 11. For example: $165,000 AGI × 2% = $3,300.
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    This helps us understand the scope of your financial picture so we can tailor our discussion.
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    An estimate is fine — we use this only to gauge planning and tax needs.
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    Please enter your preferred email address. We’ll send your meeting confirmation and details here.”
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    Your age range helps us focus on the planning topics most relevant to you.
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    Choose a time that works best for you. This 30–45 minute call is complimentary and designed to help us explore fit and next steps.
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    Thank you for your time. Please click submit to close this form.

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