At Legacy Capital Group California, we compare managing one's personal finances to running a company. To run a company effectively, you need: trusted Officers, access to real-time, accurate and easy-to-digest data and the ability to make well-informed decisions. This is exactly how LCGC works with its clients; we view the client as the CEO, who is responsible for overseeing their personal "financial" business, and ourselves as the CFO, who is responsible for providing you with financial recommendations and explaining how each action will impact your affairs.

LCGC is applying for the job of CFO of your "financial" business. Because it is difficult, if not impossible, to make a long-term hiring decision of this nature without seeing your prospective CFO in action, we have structured an evaluation period designed to allow you the opportunity to determine if you feel comfortable with our skills and working style while also allowing us to become comfortable with you - this process generally takes 4-6 meetings. The objective is to create a well thought out strategic business plan along with a set of recommendations as to how to tactically implement the plan.

You, the CEO, are charged a flat-fee to engage us in this evaluation of your finances. We charge 50% of that fee up-front and 50% at the completion of the process. If you feel our skills are not up to par after completing the process, you have the right to decline to pay the second half of our fee. Worst-case scenario is that you are out half of the fee and some of your time. Best-case scenario is that we have proven we are a competent CFO and you have gained a trusted advisor with whom you want to have an ongoing relationship.