Our Process

  1. Intro call (30 minutes): Fit, goals, and scope.
  2. Discovery (60 minutes): Data and values; document checklist provided.
  3. Your Financial Map: Execution‑ready plan and 90‑day implementation roadmap.
  4. Turn on your GPS: Calendar cadence, alerts, and checkpoints.

Enrollment Pace & Windows

  • We onboard up to two new families per month.
  • Cohorts typically start in January, April, July, and October.
  • To protect year‑end execution, Q4 intake may close once capacity is reached.

Mutual Fit, Not Mass Market

We partner with a limited number of families to deliver year‑round execution and course corrections. If we’re at capacity, we’ll offer the next cohort start date or a priority waitlist.

Schedule a Fit Conversation Download the Annual Calendar
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Do Good
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Events
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Schedule a Call
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Legs Financial | Greensboro, NC

Fee-Only Financial Advisor Serving Greensboro & the NC Triad

CFP® | ChSNC® | Fiduciary |

By Appointment: (336) 265-6252

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