Money and legacy made simple

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Empower your growth
A guide on your journey

The Legacy Lane Journey
Step-by-step to clarity, readiness, and confident next steps

  • A warm, inviting workspace with a comfortable seating area, showcasing
    Step 1: Quick Clarity Consultation

    A 15-minute call to get quick answers, talk through questions, and understand your next steps

    Learn more
  • A close up shot of a financial advisor reviewing documents
    Step 2: Legacy Readiness Snapshot

    A simple, guided overview of where you stand today so you can understand what to prioritize next

    Learn more
  • An overhead view of a table covered with financial planning
    Step 3: Your Personalized Resource Guide

    A curated bundle of templates, checklists, and tools based on your questions and goals

    Learn more
  • A cozy meeting space where a financial advisor is meeting
    Step 4: Ongoing Guidance (As-Needed Support)

    Optional follow-up sessions whenever you want clarity, direction, or accountability

    Learn more

Get in touch
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Get in touch
+19297194500
Location

128 S Tryon Street, Suite 1900, PMB #7873
Charlotte, NC 28202 US

Hours
  1. Monday
    9:00am
    –
    5:00pm
  2. Tuesday
    9:00am
    –
    5:00pm
  3. Wednesday
    9:00am
    –
    5:00pm
  4. Thursday
    9:00am
    –
    5:00pm
  5. Friday
    9:00am
    –
    5:00pm
  6. Saturday
    8:00am
    –
    12:00pm
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