Your Free Financial Assessment
We have a two meeting process for us to:
- Understand your personal and financial circumstances
- Identify and select goals
- Analyze current course of action
- Present Financial Findings and Observations
At the end of the second meeting we will have delivered our top findings from our financial pillars: wealth management, risk management, tax planning, legacy planning, cash management, and philanthropy. These vary depending on each individual's personal circumstances. Feel free to view our case studiesfor examples of how we have helped people through various situations.
Discovery Meeting
Like a doctor, it’s important to diagnose before we prescribe.
The discovery meeting is with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
Financial Assessment Meeting
With your Financial Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
We will explain exactly what you can do to improve your situation.
Think About It
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."