Complementary Assessment

A Complementary Holistic Assessment

To help you evaluate our services and make an informed decision about partnering with us.

The Readiness Risk Assessment will help identify gaps to make an informed decision about how you want to optimize your wealth. The Readiness Risk Assessment helps clients understand their current level of preparedness by answering five questions:

1. Will I have enough money?

2. When can I retire?

3. How long will my money last?

4. Does my investment portfolio match my financial goals, risk tolerance & investment objectives?

5. Will my family be okay if I get sick, hurt, or die?

Learn how we can help you gain clarity and improve financial success.

Goals Risk Assessment

Step 1: Introductory Discovery Meeting

This is a complimentary in-person or video call where we listen and both have the opportunity to ask questions and make sure your situation matches our expertise.

Your Financial Journey Starts Here

Step 2: In Person or Virtual Strategy Session

This is a discovery meeting is where we will get to know each other and listen to your financial goals. Complete a "Financial Road Map" that will take a good look at your investments & retirement accounts, understand your particular situation, and get clear on your goals, needs, and concerns.

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Step 3: Assessment Review

With your personal Financial Readiness Assessment complete, we will review our findings and recommendations. We'll identify the gaps, concerns, and opportunities and discuss exactly what you need to do to improve your transition plan, optimize your investments, and more. Then, together, we set the parameters, goals, fees, and timelines for the next engagement.