Free Financial Assessment
WHAT: A free assessment of your current financial situation and retirement projections. We will provide a one page summary with insights into key areas of your finances including retirement projections and your investments.
WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm for a long term engagement.
WHO: Individuals and couples who are looking for help with any of the following: managing investments, getting serious about planning retirement or looking for ways to be smart with their long term tax planning.
No cost or obligation
See the value we can provide to you.
Quick 15-30 minute phone call
Get to know each other
Summary report
Insights on current finances, retirement and investments
Your Free Assessment
1.
Schedule a quick introduction call to get to know each other.
3.
Have a second meeting to understand your goals, concerns and learn more about you.
5.
Review summary with you.
2.
Provide information needed to perform assessment.
4.
Perform analysis and create summary.
6.
Decide whether to enter into financial planning agreement.