Free Evaluation
A straightforward process to help build mutual trust, inspire lively discussion, and identify some strengths and weaknesses in your retirement plan.
Are We A Good Fit For You?
It’s important that we offer a good fit and great value for your situation. Generally, our services will offer the best fit/value if your situation aligns with the following characteristics:
- Age 55+ and retired or planning to retire within 5 years (we will work with younger clients under certain circumstances).
- Single or married. If married, both spouses are willing to engage in the planning process.
- Investable assets of $1,000,000+ (although if your portfolio is smaller we’d be willing to discuss a fee discount).
- Looking for a long-term, ongoing relationship with a trusted advisor.
- Generally comfortable with our investment philosophy.
- Minimal non-liquid or alternative investments such as rental real estate, private equity, or hedge funds.
- Charitably inclined and looking to optimize charitable giving.
- Comfortable with technology and willing to work virtually over the phone or video conference.
1 - INTRO
15 minutes. We'll learn a bit about each other and answer any initial questions and discuss the free evaluation process.
2 - LEARN
30-60 minutes. We'll dive deeper into your financial situation and start building out a rough draft plan.
3 - EVALUATE
30-60 minutes. We'll review assumptions and rough draft results. You'll leave this meeting with answers to a lot of your questions and some action items to consider.
4 - SLEEP ON IT!
We commit to a zero sales pressure process and an honest appraisal of our ability to help you. If we aren’t a good fit, then we’ll help you find someone who is.