About Legacy Consultations, LLC
About the Owner
Thanks for dropping by my page! Let me formally introduce myself, my name is Latrice Davis, Owner of Legacy Consultations, LLC. The vision of this business was given to me in 2019 and I forever grateful for it.
It is my goal to not only provide quality services but provide an educational opportunity. These educational portions of the services allow us all to create Legacies!
I wear many hats in my life but the one I admire most is that of a motivator.
My Mission...
At Legacy Consultations LLC, a proud minority and women-owned business, we empower families to build financial wealth and independence through clear, reliable, and personalized accounting services - creating legacies, one family at a time!
The Vision
To become the most trusted financial partner for families seeking lasting wealth, independence, and peace of mind - while uplifting communities through inclusive, culturally conscious financial guidance."
Core Values
1. Integrity - We do what's right - always. Our clients trust us to act in their best interest with honesty and transparency.
2. Clarity - We simplify complex financial matters so families and business owners can make confident, informed decisions.
3. Empowerment - We educate and guide families to take ownership of their financial future, with tools that support lifelong learning and success.
4. Family-centered Service - We honor the values and goals of each family we serve, tailoring our support to build generational wealth.
5. Diversity and Inclusion - As a minority and women- owned business, we're committed to equitable access to financial expertise and to serving all communities with respect and understanding.
5. Reliability - We are consistent, responsive, and dependable - our clients know that an count on us.
6. Legacy - Minded - We help families not just manage their finances today, but build a legacy for tomorrow.
Legacy Consultations is a member of...
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