30 min

Your introduction to the Raskin Global Legacy Experience™—where we begin aligning your values, vision, and financial future...

1 hr 30 min

We begin by uncovering what drives your decisions—your values, goals, family priorities...

1 hr 30 min

We design your personalized wealth framework—built to align your resources with your ambitions...

1 hr 30 min

We bring together every element of your financial life to ensure alignment, efficiency, and peace of mind. Here we will make sure you understand where the process began and where you are. We will review any and all changes to your Living Balance Sheet as well as making sure you understand what has been implemented during the Legacy Design process.

1 hr

You’ve moved from vision to action. You’ve implemented your strategy and are moving forward in your journey to financial success. In order to continue your progress, update your Living Balance Sheet and bring your questions for us.

30 min - Phone call

You’ve been notified by us to schedule a quick call. Please schedule a session at your earliest convenience.

45 min

Web conferencing details provided upon confirmation

30 min - Phone call

Business Associates, schedule a time to connect.