You’re Booked — Next Steps
Step 1: Upload your transactions
Secure Financial Data Intake
To make the session smooth and useful, you may securely connect eligible accounts through Plaid or upload CSV/PDF files manually.
Connected-account access is read-only and used only for transaction intake, budgeting, cash-flow review, categorization, and service delivery. Legacy Systems does not move money or control your accounts.
By continuing, you authorize Legacy Systems to receive and use the connected or uploaded data for the requested service, subject to our Terms, Privacy Policy, and data retention practices.
Clarity → Control → Confidence
Clarity → Control → Confidence
Step 2: What Happens Next
I’ll review your transactions before we meet
We’ll identify the biggest money leaks + pressure points
You’ll leave with clear next steps (or a full structure, depending on your tier)
If you’re unsure, upload what you have — we can fill gaps later.
When to upload
Please upload at least 12–24 hours before your session if possible.
