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29. Next Steps
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Engage the Legacy Resources planner to develop the Value Proposition Letter and schedule the Discovery Dialogue and Financial Checkup
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Provide legal, tax, and financial information for review
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Review the content of the Value Proposition Letter prepared by your Legacy Resources planner. Determine whether a tactical, executive, or comprehensive plan is the appropriate step for you in Phase II
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Our process begins with the Discovery Dialogue and Value Proposition Letter (VPL). If there is
clarity about your goals and current situation, Phase 1 may involve little more than a VPL
for a nominal price. The VPL recommends which plan would be right you. The VPL also details
the costs and benefits of entering into a Phase 2 engagement with Legacy Resources.
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