Want to unf*ck your finances, get smarter with your money, and create accountability all at the same time?
We are award-winning financial planning experts and we do our best work with:
YOU WANT TO MAKE SMART DECISIONS
You don’t want to have to work forever… and it’s time to make a plan.
YOU WANT TO FEEL IN CONTROL OF YOUR MONEY
You have a lot going on, and want to balance enjoying life now with making sure you’re okay in the future.
YOU VALUE EXPERT GUIDANCE & ACCOUNTABILITY
People who value expert help because it’s time to adult your finances.
Your Free Financial Assessment
A 3-step process answering the important question of “Am I On The Right Track?” and showing you how to get your financial life together (yep, all the cash flow, the debt, the estate planning, the insurance, and how to have room for memory making experiences and the retirement plan).
1. Schedule 20-Min Call
Scheduling a 20-minute phone call would be super beneficial for both of us. This will give us a chance to chat about your situation and make sure that it aligns with our expertise.
You know what they say, you wouldn’t go to a physio if you needed a dental checkup, right?
So let’s make sure we’re the right fit for you before moving forward. Sound good?
2. Deep Dive
Just like a doctor, we believe that diagnosing your situation is crucial before prescribing any solutions.
That’s why our next step is to set up a meeting with our awesome team, whether it’s in-person or virtual.
This one-hour meeting is designed to help us really understand your retirement goals, needs, and concerns, so we can create a personalized plan that fits you perfectly.
It’s all about getting crystal clear on what you want and need, and we’re here to help you do just that!
3. Adding Value
Let’s face it, no one wants a planner who charges a fee then disappears, pushes product, gives you advice you don’t really understand or can’t give you specifics of how they can add value.
So, after we have a good understanding of you and the strategies that should be considered to make sure you have a relationship with a planner that:
- adds value with better financial outcomes,
- gives you peace of mind,
- helps you plan for the future, and
- creates accountability
then…. we can provide a proposal that outlines the scope and the cost of working with us – no hidden surprises!
Think About It….
At the end of our process, we’re not going to pressure you into making any decisions on the spot. We’re all about building long-term relationships, not just making a quick sale.
So, we’ll simply ask you to take some time and think about it before making any decisions. If you ultimately decide that we’re not the right fit for you, no worries! We’ll still be happy to help you find another professional who’s better suited to your needs. We’re never going to give you a hard-sell or pressure you to say “yes.” We want you to feel confident and comfortable with whatever decision you make.