Sample Shared Values Statements & Word Cloud Review these sample shared values statements when working with your clients on how the incorporate their values into their estate planning Legacy Capitals October 26, 2023
Advisor Guide for the Financial Confidence Tool Use this Advisor Guide to help you best utilize the Financial Confidence Tool with your clients. Legacy Capitals April 19, 2023
Financial Confidence Tool Invite clients to complete this brief survey so you can better understand their current level of acumen related to the oversight of their resources. Legacy Capitals April 19, 2023
FISHS Sticky Note Activity Facilitator Guide This activity offers an in-depth facilitation guide to help your client-family begin the conversation about how they can be intentional and strategic … Legacy Capitals December 8, 2022