Free Assessment

How Do I Know If I’m a Good Fit?

We Do Our Best Work With:

Retired, or planning for it

This includes those at or near retirement and successful professionals wanting to make sure they are on track towards building a secure future

Diligent Savers

We work with diligent savers who have investments of $500,000 or more.
(Excluding Real Estate)

Professional Advice

Our clients know that retirement is too important to plan it alone. They value having an expert on their team.

Your Retirement Evaluation

Our goal is to show you how we will help your situation before you decide to work with us.

Our 3-step process will provide you with specific steps to take and show exactly what you need to do to reach your goals and retirement objectives.

How The Free Assessment Works

Step 1: 15-minute Phone Call
A quick phone call will give us both the opportunity to see if our expertise matches your situation.

After all, you wouldn’t see a Dentist if you needed heart surgery!

Step 2: Initial Meeting
Before developing our recommendations, we want to make sure that we understand your situation.

The next step is to meet with our team (in person or over Zoom).

During this meeting we will dive deep and discuss your financial goals, concerns and overall objectives.

Step 3: Review Your Plan

With our analysis complete, we will schedule a second meeting to walk you through our recommendations.

In simple language, we will describe exactly what you need to do to improve your financial situation and retirement plan

At then end of this meeting, we will ask you if you would like to begin working with us, or if you would like to Think On It.

Think On It

We believe in long-lasting relationships. Because of that, we’re in no rush for you to make a decision.

We don’t believe in hard-sells or high-pressure situations to get you to say yes.

Not quite ready to schedule a meeting? That’s alright!

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