It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
The Mountain Legacy Process
Listen
Active listening, clarifying, and understanding your objectives, goals, and concerns.
Envision
How you imagine the possibilities of the future.
Gather
Your personal documents, facts and figures.
Analyze
Examine in detail from a variety of perspectives to determine current state while always keeping your vison in mind.
Create
Originate your new comprehensive plan into existence.
Your plan
Developed, executed, monitored, and adjusted as your life and vision change.
Contact us today to see how a financially sound plan may bring you closer to your goals.
