Ongoing Personalized Guidance
Keep Your Legacy on Track with Ongoing Guidance
Building your legacy doesn’t end with an initial plan—sometimes you need more help along the way. Our Personalized Guidance Subscription offers you continued, caring support from LegacyPoints Advisors, so you can adapt to life’s changes with confidence and ease.
What’s Included
Timely Consultations
Get quick, friendly answers whenever questions pop up or your circumstances shift.Plan Refreshes
Fine-tune your estate or financial roadmap to reflect new goals, life events, or updated regulations.Exclusive Support & Resources
Access in-depth guides, checklists, and personalized one-on-one sessions to keep your strategy on track.
Choose the Subscription That Fits Your Needs
1-Month Subscription
Perfect for a short-term check-up or immediate fine-tuning.
Ideal if you have urgent updates or clarifications to address.
6-Month Subscription
Offers half a year of steady support to navigate ongoing changes.
Great if you’re anticipating life events like job transitions or a growing family.
12-Month Subscription
Enjoy a full year of comprehensive, proactive guidance.
Ensures your plan stays aligned with longer-term objectives and evolving priorities.
Who It’s For
Clients who’ve already used our Concierge Services and want extra, personalized support.
Individuals facing new milestones—such as career moves, marriage, or retirement—and need expert advice along the way.
Anyone who prefers a warm, step-by-step approach to maintaining peace of mind and protecting their legacy.
Ready to continue your journey with us?
Stay confident in your decisions and rest assured your plan will evolve as your life does. Let our Personalized Guidance Subscription keep you on track, every step of the way.
Ongoing Personalized Guidance
Keep Your Legacy on Track with Ongoing Guidance
Building your legacy doesn’t end with an initial plan—sometimes you need more help along the way. Our Personalized Guidance Subscription offers you continued, caring support from LegacyPoints Advisors, so you can adapt to life’s changes with confidence and ease.
What’s Included
Timely Consultations
Get quick, friendly answers whenever questions pop up or your circumstances shift.Plan Refreshes
Fine-tune your estate or financial roadmap to reflect new goals, life events, or updated regulations.Exclusive Support & Resources
Access in-depth guides, checklists, and personalized one-on-one sessions to keep your strategy on track.
Choose the Subscription That Fits Your Needs
1-Month Subscription
Perfect for a short-term check-up or immediate fine-tuning.
Ideal if you have urgent updates or clarifications to address.
6-Month Subscription
Offers half a year of steady support to navigate ongoing changes.
Great if you’re anticipating life events like job transitions or a growing family.
12-Month Subscription
Enjoy a full year of comprehensive, proactive guidance.
Ensures your plan stays aligned with longer-term objectives and evolving priorities.
Who It’s For
Clients who’ve already used our Concierge Services and want extra, personalized support.
Individuals facing new milestones—such as career moves, marriage, or retirement—and need expert advice along the way.
Anyone who prefers a warm, step-by-step approach to maintaining peace of mind and protecting their legacy.
Ready to continue your journey with us?
Stay confident in your decisions and rest assured your plan will evolve as your life does. Let our Personalized Guidance Subscription keep you on track, every step of the way.
Monthly tailored advice on points and miles.
Expert support for travel planning and redemption strategies.
Cancel anytime—flexible and commitment-free.
Stay up-to-date on loyalty program changes.