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.
Financial Consulting
▪️Personal budgeting & goal
planning
▪️ Credit building & debt
strategies
▪️ Retirement and investment
education
Group Classes & Workshops
▪️Budgeting & saving for all
ages
▪️ Financial literacy for families
& youth
▪️ Business finance basics for
entrepreneurs
Financial Tools & Ongoing Support
▪️Templates, cheat sheets, and
calculators
▪️ Access to webinars,
recordings, and expert tips
▪️ Accountability check-ins
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.
▪️Licensed and Certified Financial Advisors and Consultants
▪️Compassionate, judgment-free support
▪️Decades of experience in finance and planning
▪️Real education, not product pushing
▪️Custom plans based on your goals
▪️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.
▪️Step 1: Schedule a Financial Clarity Call
▪️Step 2: Review your current financial picture
▪️Step 3: Build a customized roadmap
▪️Step 4: Get support and tools to apply it
▪️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:
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: 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.
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.
©2023 by Building Legacies LLC
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