YOUR FREE "FIT" CALL
WHY: To help you (and us) make an informed decision about working together.
WHAT: A free 15 minute fit call to find out if we are the right planning firm to help you. We will share our step-by-step process that will improve your retirement success and bring more clarity to you financial world.
WHO: HENRYs (High Earners, Not Rich Yet) and diligent savers who 10 years away (or less) from retiring.
No Cost or Obligation
We want you to know exactly how we can help before you pay us a single dollar.
3 Possible Outcomes
We will end the call in one of 3 ways; we like each other and want to work together, we like each other but we are not a good fit for your needs, (the LEAST likely scenario!) we don't like each other and respectfully go our separate ways.
The very first step is a 15-minute phone call with our team.
STEP #1: SCHEDULE 15-MINUTE PHONE CALL
HOW DO I KNOW IF I AM A GOOD FIT?
We deliver the greatest value when we focus on Questions you can't answer yourself with 100% confidence, And Allow us to lend You our 60 years of expertise. Our typical clients are:
|HENRYs (High Earners, Not Rich Yet) + professionals over the age of 50 who are retired or want to know they have the ability to retire one day.|
|Diligent savers who have either accumulated investment and retirement assets of $750,000+ or have the ability to save $1,000+ a month.|
|People who want to delegate all financial planning matters (retirement planning, investment management and protection planning) to an expert so they can spend time on things that matter most to them.|
STILL HAVE QUESTIONS? KEEP READING...
Why do you talk so much about behavioral finance?
We like to focus on what we can control, and not what we can’t. We do not prognosticate about the markets, politics or the weather. We do focus on what we can control, that being our behavior and yours. We create plan for you that will be successful based on historical data and positive investment behavior.
Why can’t I do it all by myself?
You probably could. However, we have been creating financial plans for the past 60 years and it is the ONLY thing we do, meaning we spend 24/7 reviewing, revising and implementing financial plans. We are kind of obsessed with financial planning and since you really only have one chance in life to get your plan “right” are you confident you have the bandwidth to take on that responsibility? Many people choose to work with our team to free up time and energy that could be used on more meaningful experiences.
What if I only want advice but not sure I want to move my investments?
We are a planning first firm. We actually do not move any investments before first designing a FLP™ (Financial Life Plan™). Our Financial Life Plan™ will provide you 360 view of your entire financial world. As part of the plan we will give you our recommendations, but you are by no means obligated to implement them with us. We believe in providing objective advice free from the conflict of interest you might find with advisors who are going to recommend the same products to everyone they meet with. Your needs are unique and so should be the solutions that make up your financial life plan.
What is your minimum investable asset amount I need to have to work with you?
If you are approaching retirement, say 5-10 years away from stepping off the wheel, we typically work with pre-retirees with $750,000 and above in savings.
If you are a HENRY or a young professional, it is likely you are still building your arc. We want to grow with you over time, so rather than focus on what you have in the bank right now, we focus on your ability to save. Our Wealth Builder clients typically have the capacity to save $1,000+ a month.
SCHEDULE YOUR 15-MIN DISCOVERY "FIT" CALL
NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT’S OK!
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