Three Steps

<strong>Your Free Financial Assessment</strong>

Your Free Financial Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together.

Initial Phone Meeting

Initial Phone Meeting

Before committing your time or ours, this short phone call will give us both a chance to make sure your situation matches our expertise. 

You will also learn how to turn your savings into an inflation-beating income, how to invest while minimizing taxes today and in retirement, and how to organize your financial life. 

Evaluation &#38; Diagnosis

Evaluation & Diagnosis

The first, most important thing for both of us is to get a complete understanding of your financial goals - what, and who, you're investing for.

Your answers to our questions will guide our analysis, which will result in plain English answers to critical questions.

Analysis &#38; Answers

Analysis & Answers

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the three questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances. 

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. While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

Schedule First Call