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How To Get Started

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    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.

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    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:

    • What does an amazing retirement life look like to you?
    • Are you on track to reach your long-term goals (e.g. retirement/work optional)?
    • Can your investment strategy be improved?
    • Can your taxes be reduced in retirement?
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    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.

Our Office

Our Hours

  • 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

Get In Touch


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    I would like to request a free, retirement readiness evaluation meeting.


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    Wealth Analytics Partners LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisers by those states in which Wealth Analytics Partners LLC maintains clients. Wealth Analytics Partners LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Wealth Analytics Partners LLC`s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Wealth Analytics Partners LLC does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealth Analytics Partners LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealth Analytics Partners LLC, please contact the SEC and/or the state securities law administrators for those states in which Wealth Analytics Partners LLC maintains a notice filing. A copy of Wealth Analytics Partners LLC`s current written disclosure statement discussing Wealth Analytics Partners LLC`s business operations, services, and fees is available from Wealth Analytics Partners LLC upon written request. Wealth Analytics Partners LLC does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Wealth Analytics Partners LLC`s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.

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