Introductory Meeting

Every person’s financial situation is unique and requires a personalized plan. We will begin asking you a series of questions to determine your experience level when it comes to financial planning, investments, and insurance. We also want to know about your dreams, passions, and convictions of what really matters to you.

After we get to know you, we will share who we are, what we do, and our approach to growing and protecting your wealth. We will do an initial analysis of your current financial situation and provide a written report that answers 4 very important questions that you should be asking. These answers will offer a vital compass to guide your future financial decisions.

#1 What return would you have to earn on your savings and investments for you to retire at your current standard of living?
#2 What is the minimum amount of money you need to be putting away each year to enjoy your present lifestyle during retirement?
#3 How long will you have to work before you can retire and be able to enjoy your present standard of living until your life expectancy?
#4 How much will you have to reduce your present standard of living to make your money last to your life expectancy