Schedule an Introductory Consultation

Feel free to schedule an introductory 15-minute consultation with us.  This call will give us both a chance to see if we are a good fit for each other and if your needs match up with our expertise before moving any further in the process.  After all, you wouldn’t want to waste your time working with a cardiologist if you needed elbow surgery!

If it turns out that we are not the best fit or that your needs would be better met with a different firm, we will help you find a firm that is a better fit for you.

What Makes for a Good Fit?  Clients we work best with and add the most value for:

  • Investors of any age across the country who have strong legacy goals and a long-term mindset
  • Delegators who recognize the value of professional expertise and are willing to outsource investment management and financial legacy planning
  • Folks who are motivated to receive advice and follow through on it to achieve their goals
  • Gracious individuals who reciprocate professional courtesy and respect

Our Process

Step 1. 15-minute introductory consultation to assess fit.


Step 2. 1-hour Meeting

If it is determined that Charis Legacy Partners would be able to meet your financial planning needs, we will then schedule a 1-hour Zoom call to get to know each other better and discuss your goals and concerns, as well as map out your financial position, risk tolerance, etc.  In the meantime, we will request a few important documents and pieces of information that will be pertinent to the planning process.

Step 3. Plan Review Meeting

Based on the information gathered, Charis Legacy Partners will develop a customized plan with optimal strategies for getting you from where you are now to where you want to be, and we will schedule a plan review meeting via Zoom to cover it with you in detail.  We will seek your input and iterate on this plan until everyone is on the same page and in agreement.


Step 4. Client On-boarding

When you are ready, we will onboard you as a client of Charis Legacy Partners and begin the process of executing on this plan.  For example, this may include opening accounts, re-allocating investments, engaging with an estate attorney and CPA, etc.  But don’t worry, we’ll hold your hand the entire way: we will develop specific action items and identify who will be responsible for each, and then check in periodically to ensure timely progress is being made.

Step 5. Annual Meetings

We will meet at least 4 times via Zoom during the first year to establish a solid foundation of executing on this plan.  Then, we will settle into meeting at least twice annually to track changes to your financial situation, monitor progress against goals, provide coaching, and make any needed adjustments to your plan.  You will also have unlimited access to us via email and text message, and we will have follow-up phone calls as needed.

Step #1: Schedule Your Meeting

This short Zoom meeting will give us both a chance to make sure that we are a good fit to consider working together.

Still have questions?

Click on the FAQ to see the answer:

Can you meet virtually?

Yes, we meet virtually with all clients and can work with clients anywhere in the country.

Broadening the potential pool of clients nationally like this is the reason we have been able to build a viable business around such a narrow niche working with legacy-minded clients.  In fact, while Covid has accelerated the virtual trend, this has been the direction in which the industry has been moving for years, with research showing many knock-on benefits: lower barriers to entry for otherwise nervous clients, more flexibility in how and when meetings take place, increased convenience and reduced stress around actually getting to the meeting, the therapeutic effect of meeting from a more comfortable and familiar environment, increased advisor availability, and better client adherence to their financial plans.

Why should I consider working with Charis Legacy Partners?

Great question!  Let’s start with why you shouldn’t work with us. If you are looking for a “stock picker” who will tell you the next hottest stock to invest in or tell you which way the market is going to move, that’s not us.

There are a million and one things that effect the markets that investors have absolutely no control over, so our view is that life is too short to worry about them.  Market volatility is a short-term phenomenon; however, markets have always gone up over the long term and are exceedingly likely to continue rising in the future, so the key to long-term investment success is staying disciplined with your investment plan to capture the long-term market return.

In other words, our value proposition at Charis Legacy Partners lies in long-term legacy planning, not in market-beating returns.  We have a specialized niche, and we are focused on serving that niche at the highest level possible.  You should evaluate several financial planners before choosing one, and assess fit based on their philosophy, processes, and personality.  The starting point in that assessment process for Charis Legacy Partners is scheduling a 15-minute introductory consultation.

Are you a fiduciary?

Yes.  Simply put, at Charis Legacy Partners, we place your interests ahead of our own and have structured our firm such that you have legal recourse if we fall short of this fiduciary standard.

Do you have an asset minimum?

No.  Good investment management that aligns with every other dimension of a long-term legacy plan is an important part of achieving your legacy goals, which is why we only work with clients who delegate investment management.  But we intentionally avoid asset minimums so that we don’t exclude younger legacy builders who have yet to accumulate much in the way of investable assets.