Our Process

Process Graphic

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. At Dody Legacy Group LLC, we put not only our own considerable experience to work on your behalf, but we also leverage our strategic resources to bring you the knowledge of professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you. Click the links below to learn more about our process and your role.

Our 6 Step Process

Step 1: Review

Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Step 5: Implement

We'll implement your plan, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Summary

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value form our relationship is communication and candor.

Its important to:

Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.

Educate your agent. Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That’s why it’s so important that you be candid in providing information.

Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only “dumb question” is the one that isn't asked.

Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember - all decisions are yours. Make sure you're comfortable with eh outcome.

Neither Dody Legacy Group LLC nor its agents offer legal, tax or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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