It’s perfect for…
Professionals, young families, the savvy investor who wants to get started on the right foot. We’ll assess your financial fitness and help create a plan of action that leaves you empowered and moving toward your financial goals.
- An introduction to our planning system.
- Review your answers to the Happiness in Retirement™ Questionnaire to better serve your unique situation.
- Have a conversation about your current insurance policies, investment statements, estate planning documents and tax returns.
- Gain an understanding of the who’s, what’s, where’s, why’s and how’s for your financial assets and liabilities.