Learn How I Can Protect Your Retirement
If you and your family are interested in being a comprehensive wealth management client, start with my
3-step process showing a better way to plan your retirement, save on taxes, and manage investment risk.
Meeting #1 - Initial Discovery
The next step is meeting with me, in-person or virtually. During this 90 minutes meeting, we will get crystal clear on your retirement goals, needs, and concerns and understand the current financial resources you have. Although there is no need to prepare anything for this initial check-up, after this Step #1 Discovery meeting, I will email you a list of required financial documents to review, which includes investment account statements, prior year tax return, life and long term care insurance policies, and estate documents.
If you are remodeling your kitchen, the contractor would first have to understand your vision, the layout of the room, and available budget.
*If the requested documents are not provided at least 3 business days before the Step #3 Recommendation meeting, we will have to reschedule the meeting to allow enough time to review the documents and prepare our recommendations.
Meeting #2 - Review Recommendation
We will go over my initial assessment of your current financial situation, whether you are on track to meeting your goals, any big holes in your current plan, and all of the ways you can improve investment portfolio, lower investment taxes, fill any insurance gaps, and discuss estate planning needs.
Meeting #3 - Clarify Questions & Decision Making
By the end of the recommendation meeting, you will walk away with have a list of actions you can take to improve your finances. But you also will have questions based on things we have or have not discussed. So this meeting is scheduled to clarify any questions about fees, the recommendations, and service model. By the end of this meeting, you will have everything you need to know to make an informed decision.
You can either choose to move forward with us or choose to implement on your own.
You will never be forced to make a decision on the spot or be recommended investments that are not suitable for you. If you don’t move forward during this meeting, you can always choose to hire us later on but we will not follow up.