Book your Strategy Session Here:
Choose the session type that suits your needs best.
If you will gather some basic data, we’ll spend some time together to help you get clarity on how to meet your current challenges or to answer any questions you might have.
PLEASE FILL OUT THE SURVEY COMING TO YOUR EMAIL ADDRESS IN THE NEXT 24 HOURS, SO THAT WE CAN PREPARE FOR YOU.
Mastering Control - From Chaos to Calm
If you know that now is the time to get your ducks in a row and focus with laser-guided precision on the goals and activites that are going to get you the success that you define, then choose the Control Session. Right from the start, we’ll give you access to the wealth lab and you’ll be able to start getting your bearings right away.
Within an hour or two, with all of the help you’ll need from our support staff, you’ll be able to start charting your own course. And when we have our session together, I can unlock some of the more advanced features to really go behind the numbers and see where your key leverage points for success are.
Holistic Finance and Secure Retirement
If you’re close to retirement or already retired and your foremost concern is making sure that your lifestyle is preserved and uninterrupted, this is the session for you. If you aren’t really concerned about leaving any money to children or charities, then we will work with you to make sure that you and your spouse are as protected as possible and that you won’t be a burden to anyone as the years pass. We’ll look at benefits planning, health concerns as well as all the goals and opportunities that can make this one of the most exciting chapters of your life.
Purposeful Legacy Planning
If your priority at this time is helping the next generation and perhaaps the one after that, then the Purposeful Legacy Planning session is for you. Here we’ll focus on the things that you can do to make sure that everyone feels loved and taken care of in just the ways that they need to be. If you have a blended family or if one or more of your children need special care in the form of a unique trust or custodial arrangement, then we have the respources and professionas to make sure everyone is cared for in the manner you want them to be.