Every great hike starts at the trailhead.
Schedule a Complimentary 30-Minute Financial Planning Consultation
The Trailhead Meeting is a relaxed, no-pressure conversation to hear your family’s story, understand where things stand today, and see if we’re the right guides for your journey. No spreadsheets. No jargon. No obligation.
Pick a Time →What to expect
Three simple steps from your first conversation to a clear path forward.
The Trailhead Meeting
A complimentary 30-minute call to talk about your situation, your goals, and whether our flat-fee model is a good fit. No prep needed.
Building the Map
If we’re a fit, you can start to unload your pack by signing the agreement, uploading your documents, and sharing your goals. We’ll take it from there—analyzing your current financial terrain and charting the map your family needs.
The Briefing
We walk you through your route in plain English — what needs to happen, what we handle, and how The Legwork keeps everything moving between meetings.
Ready to book?
You don’t need to prepare anything.
Just show up as you are. The Trailhead Meeting is a conversation, not a presentation. We’ll ask a few questions about where you are and where you want to go, share how we work, and give you an honest answer on whether we’re the right fit.
If there’s something specific on your mind before we meet, you’re welcome to share it in the contact form below and we’ll come prepared.
A few things that help us make the most of the call:
- A rough sense of your current accounts and balances (no statements needed)
- Your top 1–2 financial concerns or questions going in
- Any life changes on the horizon — retirement, a move, a loved one’s care needs
Schedule a Trailhead Meeting
30 minutes • Video or phone
Complimentary — no obligation
Schedule Your Trailhead Meeting →Prefer email or phone? hello@legsfinancial.com · 336-265-6252
How it works
- Pick a time using the button above — 30 minutes, complimentary.
- Show up as you are. We’ll ask about your situation and share how we work.
- You’ll get a clear go / no-go and honest next step within one business day.
Powered by Google Calendar. You’ll receive a confirmation and a calendar invite with the meeting link.
Quick answers
- How long is the Trailhead Meeting?
- 30 minutes, by phone or video.
- What does it cost?
- Complimentary — no obligation.
- Do I need to prepare anything?
- No prep needed. Bring your top 1–2 questions if you’d like.
- In-person or virtual?
- Both. We meet in Greensboro or virtually nationwide.
- What happens after?
- A brief recap and a clear go / no-go next step from us.
- Is my information kept private?
- We respect your privacy. See our Privacy Policy for full details.
Send a message first
Not ready to book yet, or have a question before the call? We’ll reply within one business day.
Not sure if we’re the right fit?
Read more about how we work or who we serve before booking. No pressure—the right guide finds the right family.