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YOUR FREE FINANCIAL CHECKUP

Your Free Financial Checkup

A 3-step process to help you evaluate our services and make an

informed decision about working together.


 Tax Return Analysis  

  Investment Analysis  

 Retirement Answers









Step 1
Schedule Your Call

We start all of our relationships with a complimentary conversation to make sure we are a good fit for you, and vice versa.

Schedule your call!

Step 2
Discovery Meeting

The Next step is meeting with us (in-person or virtually). During this 1-hour meeting, we will get crystal clear on your retirement goals, needs, and concerns.

Step 3
Review Checkup

With your Financial Check Up complete, we will have another meeting to explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.



Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

Still Not Quite Ready to Schedule a Call? That’s OK!