Getting Started

ECN Legacy Advisors is for individuals, families, and small business owners who realize they need help from a financial advisor. Please call me and schedule a time for us to meet.

Your initial consultation is a COMPLIMENTARY one hour session and may be one of the most important decisions you ever make. If you or your family are looking for someone you can count on working with for the rest of your life, give me a call today at 919.792.1830.

TOGETHER WE ...

Step 1: Gather Information

• Analyze your financial situation
  
• Understand your aspirations
  

Step 2: Create Your Plan

• Determine suitable strategies and options
  

Step 3: Implement Your Plan

• Agree on the course of action
  
• Agree on the timetable
  

Step 4: Review Your Plan

• Does it meet your present and future needs?
  
• Is it flexible if your financial situation changes?
  
• Are there new strategies or other initiatives that may provide additional opportunities?