GETTING ON THE SAME PAGE... LITERALLY.
The Purpose: Our complimentary assessment offers a chance for us to introduce ourselves, understand your financial situation, explain our compensation model, and answer any questions you may have. It's an opportunity to get to know each other and ensure that we are a good fit for your needs.
The Deliverable: We build a custom report of your assets to help us stay on the same page with your priorities and goals. Most people leave the meeting knowing one or two areas of improvement and being able to identify one or two areas of risk.
No Cost Consultation
We strive to build long-lasting relationships with our clients, which is why we offer a no-pressure environment for you to experience our services before committing to anything.
Complimentary Plan Review
Our holistic approach begins with providing a comprehensive review at the start of our planning process, ensuring tailored solutions to meet your unique needs.
30-Minute Video Call
Connect with our team and learn about our comprehensive financial planning services through a quick 30-minute video call. Get help achieving your financial goals with professional advice tailored to your unique needs.
OUR ZIPPER METHOD PROCESS
WHAT IS THE ZIPPER METHOD?
Discover the Zipper Method and how it can help you achieve a fully functioning financial plan. Our approach ensures that all the individual pieces of your finances, such as investments, taxes, insurance, and more, work together seamlessly to achieve your financial goals.
See how our process starts by building your personalized report
They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available - both now and in the future - to use toward your financial goals. The process can help us make more informed decisions about your future. Click the link below to begin...
Still Unsure?
Check Out Our Frequently Asked Questions
Step #2: Schedule 30-Minute Video Call
Alternative Options if You're Unsure About Scheduling
Consider signing up for our monthly email where we discuss financial planning topics.
Check us out online and subscribe to our YouTube or Facebook pages.
We also have a blog that you can review, or feel free to give us a call at (972) 987-1634 if you feel more comfortable talking to a human being.