Our Process
Welcome to our process! We believe that financial education is crucial and that's why we started with the fundamental question of why wasn't I taught this in high school? Our approach is to start with the foundation of a budget, which will help you grow the remainder of your portfolio. Let us help you take control of your finances and achieve your financial goals.
In addition to our foundational services, we also offer Audit and Analysis. Our Audit service takes a look at your current financial plan, whether it was self-created or from an advisor, and ensures that you are on the right track. Our Analysis program creates a compressed analysis of your now and future situation to give you the best visual picture of where you stand. We offer tips to get you back on track and have helped save thousands of dollars on missed opportunities. Let us optimize your financial plan and achieve your financial goals. Lastly, if you want to take the next step we offer licensed advisors that are experts, vetted by us!
The Process
01.
The Budget
02.
Financial Analysis
03.
LEC Audit
04.
Financial Advisor
01
Looking to get your finances in order? Join our weekly budget class held on weekends, so everyone can attend. Our class will help you understand where you stand financially and provide you with the tools to grow. Don't miss out on opportunity to take control of your finances.
02
Our Financial Analysis service is designed to help you achieve your financial goals. Once your budget is completed, our team of experts at LEC will conduct a comprehensive analysis meeting to dive deep into your budget, goals, income, and investment portfolio (without giving advice but we will look at alternatives). We will also analyze your taxes and security, all while using a proprietary analysis process. Our overall analysis will provide you with a clear understanding of where you stand financially and we will assist you in creating a road map towards your financial success. Trust us to help you achieve your financial goals.
03
Introducing LEC's audit program - the ultimate solution for those who want to ensure that their financial plan is foolproof. Whether you have created the plan yourself or with the help of a financial professional, our audit program is designed to identify any potential gaps or oversights that may have been missed. With years of experience in the industry, we have saved our clients hundreds of thousands of dollars, our program speaks for itself. Trust LEC to help you achieve your financial goals with confidence.
04
Introducing our financial advisor service! Whether you've gone through all the processes or simply want a trusted advisor, we've got covered. Our partnered RIA firm offers experienced advisors who are ready to guide you on your financial journey. Join our LEC clients that have taken the next step towards financial success.
