Before we can make any recommendations to you, we want to make sure that we’re a good fit for each other. After all, our goal is to work with you throughout your lifetime.
We walk people through the financial and oftentimes personal aspects of life planning. We work best with people who are:
You’re tired of impersonal advice and are looking for a team that understands your needs and goals. You want a relationship that spans a lifetime and the customized experience that comes with that.
You’re serious about working toward your future and are ready to create a plan. You want a long-term plan that can adapt with you as you go through life.
Life and finances are closely tied. To best support you and provide feedback, we encourage questions and conversation. You can call us and ask us about anything. Our doors are open.
If this sounds like you, schedule a call with us and let’s start the conversation
The first step in our process is understanding the direction you would like to go. To help this process work smoothly, and ease direction and decision-making, we’ve developed a Financial Diagnosis questionnaire.
Your Complimentary Financial Diagnosis
Our Financial Diagnosis form serves as the foundation for your initial report. It covers your personal goals, concerns, and financial information. We’ll need your most recent tax return as well.
The Financial Diagnosis is complementary and is a way to decide if you’re going to pursue a lifetime relationship with us.
We’ll prepare a 10-page report that includes:
- A summary of our competencies
- A restatement of your goals
- An asset statement
- Cash flow statement
- A look at what you can expect for your future retirement
- Critical issues to address with us
We’ll also include your agreement for when you start working with us.
Our goal is to give you the most information possible so you can easily make a lifetime decision. No matter where you are in your retirement and financial planning journey, we’re here to support you in reaching your goals.
It starts with a conversation. Contact us to learn more.