Your Free Financial Assessment
Unbiased, Expert Advice Delivered in Plain English
Our team has created and refined a process to help you (and us) make an informed
and educated decision about working together.
Here are the highlights:
No cost or obligation to move forward.
We won’t charge you a penny to have a discovery meeting (or two). At the very least, you’ll walk away with some free, expert advice for your personal financial situation.
We want to make your life better by:
- Reducing complexity
- Enabling you to take action
- Helping you make better trade-offs
- Increasing your confidence
- Saving you time
- Encouraging you
Step 1:
Intro Meeting or Phone Call
Getting to know you and your story is our Priority #1. By initially discussing your situation and needs over the phone or coffee, we’ll be able to see if our expertise is a match for your situation.
If we’re not the right fit, we’ll introduce you to another high-quality team that can better meet your needs.
Step 2:
Get Acquainted Meeting
This conversation consists of:
- Hearing your life story and your goals for the future.
- Understanding what your current financial situation looks like.
- Giving you a taste of what your financial future could look like and an understanding of what the The Wealth Group brings its clients.
Step 3:
Our Analysis
Our team of experts uses our disciplined process to analyze your financial situation, answering the three most vital financial questions you should have:
- Am I on track to meet my financial goals (i.e. achieve Financial Independence)?
- Am I doing everything possible to reduce my taxes -- both for today and the rest of my life?
- Do I have a smart, low-cost, disciplined, and diversified investment portfolio in place?
Step 4:
Let’s Get Started
Once we’ve both decided our relationship is a good fit, our team will swiftly and seamlessly bring you onboard The Wealth Group.