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
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.
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.
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?
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.