YOUR FREE FINANCIAL ASSESSMENT
A THREE STEP PROCESS TO HELP YOU EVALUATE WHAT WE CAN DO FOR YOU, AND MAKE AN INFORMED DECISION ABOUT WORKING TOGETHER
STEP 1 - SCHEDULE 15 MINUTE CALL
THIS 15 MINUTE PHONE CALL GIVES US BOTH A CHANCE TO SEE IF WE ARE A GOOD FIT, AND IF MY EXPERTISE MATCHES YOUR SITUATION.
STEP 2 - ONE HOUR DEEP DIVE
THIS MEETING GOES IN DEPTH ON YUR SITUATION, AND YOUR CONCERNS. EVERYTHING FROM YOUR INCOME TAX, TO YOUR COMPANY 401K.
STEP 3 - REVIEW YOUR ASSESSMENT
WE MEET TO GO OVER YOUR RESULTS. I WILL EXPLAIN WHAT YOU CAN BE DOING TO REDUCE YOUR TAXES, AND OPTIMIZE YOUR INVESTMENTS.
THINK ABOUT IT
AT THE END OF YOUR REVIEW MEETING I WILL SIMPLY ASK YOU TO TO THINK ABOUT WHAT WE HAVE DISCUSSED, AND CONSIDER IF YOU WANT TO PARTNER TOGETHER. IF WE ARE NOT A GOOD FIT, I WILL HAPPILY RECOMMEND ANOTHER OPTION FOR YOU.
