Take Control of Your Finances with
Legacy Consulting Pros
Personalized guidance and empowering education for individuals, families, and small business owners across Charlotte and beyond.
Our Core Financial Services
Whether you’re starting fresh, growing your knowledge, or preparing for the future, we offer financial support that meets you where you are.
Why Clients Trust
Legacy Consulting Pros
We’ve helped individuals, families, and entrepreneurs shift from financial stress to clarity—and we’re ready to do the same for you.
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Licensed and Certified Financial Advisors and Consultants
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Compassionate, judgment-free support
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Decades of experience in finance and planning
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Real education, not product pushing
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Custom plans based on your goals
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Available for 1:1, group, or organizational training
A Simple, Supportive Process
Whether it’s your first time looking at your numbers or you're rebuilding after a setback, here’s how we walk you through your financial transformation.
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Step 1: Schedule a Financial Clarity Call
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Step 2: Review your current financial picture
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Step 3: Build a customized roadmap
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Step 4: Get support and tools to apply it
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Step 5: Check in and adjust as your goals evolve
Financial Education FAQs
These are some of the most common questions we receive from individuals and families looking to get started:
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Q: Do I need a lot of money to benefit from financial consulting?
A: Absolutely not. Our goal is to help you make the most of what you have now while preparing for more in the future. -
Q: Can I bring your workshop to my school, church, or workplace?
A: Yes! We love teaching group classes and have specialized programs for community organizations and employee wellness. -
Q: How long are the group classes?
A: Classes typically run 60–90 minutes and can be tailored as a single session or part of a multi-week series. -
Q: Are your services in person or online?
A: Both! We offer virtual sessions for individuals and groups, as well as live classes throughout the Charlotte area. -
Q: What age groups do you work with?
A: We work with adults, young professionals, high school students, and multi-generational families. If you’re ready to learn, we’re ready to teach.
Ready to Build a Better Financial Future?
You don’t have to navigate your financial journey alone. We’re here to help you learn, plan, and thrive.
