| 1. |
Schedule a Discovery Session |
| 2. |
Gather legal, tax, and financial documents for review |
| 3. |
Review benefits of optional Legacy Interview |
| 4. |
Schedule meeting to review the status of your planning and the Place of Greatest Potential |
| 5. |
Begin Phase 2 - Tactical or Comprehensive Planning |
| 6. |
Begin Phase 3 - Implementation |
| 7. |
Begin Phase 4 - Annual Reviews or Family Board Meetings |
