Step 1 - Schedule An Intro Phone Call
The first step is to schedule a 30-minute call so we can get to know one another and make sure your situation matches our expertise. If it seems like we could be a good fit, we will move on to step #2 where we will set up a more in-depth meeting in person or on Zoom.
Step 2 - Team Meeting
The goal of this meeting is to get perfectly clear on your goals, concerns, and unique situation. We will discuss our financial planning and investment process, answer any questions you have, as well as address some important topics such as:
- Are you on track to retire?
- How can you create retirement income from your investments and savings?
- Can your investment strategy be improved?
- Can your taxes be reduced in retirement?
Step 3 - Review
At the end of this meeting, we will discuss what it looks like to partner with the Wealth Analytics team. We will review the process of becoming a client as well as the next steps if you choose to take them. No matter what, you will be given time to think about it and make sure we are the right firm for you.
- Monday 7:00am - 4:00pm
- Tuesday 7:00am - 4:00pm
- Wednesday 7:00am - 4:00pm
- Thursday 7:00am - 4:00pm
- Friday 7:00am - 4:00pm
- Saturday Closed
- Sunday Closed
With our fee-only financial planners.