YOUR COMPLIMENTARY FINANCIAL ASSESSMENT
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: If we both agree to move forward, we will provide a free, no-obligation retirement plan and tax evaluation. We'll offer insights on your current financial situation and outline a path forward before you commit to any fees. Our goal is to provide value from the start of our partnership.
The Audience: Our complimentary assessment is designed for high-income earners with strong saving habits. Our typical client is over 50 years old and has a net worth over $1,000,000, or anticipates reaching that milestone soon. By providing a free financial plan upfront, we aim to ensure that we are the right fit for your needs and financial goals.
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 Financial Plan
Our holistic approach begins with providing a comprehensive financial plan 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.
STEP ONE - INITIAL CONSULTATION: Connect with us through a 30-minute video call to discuss your situation and get to know each other.
STEP TWO - PRELIMINARY REVIEW: If we mutually agree to move forward, we'll offer a complimentary retirement plan review to give you a sneak peek of our services. You only need to commit your time for an hour-long video call.
STEP THREE - CUSTOMIZED FINANCIAL PLAN: If you decide to proceed, we'll gather all necessary documents and create a personalized financial plan. We'll review it together on a video call to ensure a good fit.
STEP FOUR - CLIENT ONBOARDING: You're free to implement the plan yourself or with another advisor, but if you choose to become a client, we make the process simple with online document approvals. No hidden fees or surprises.
Step #1: Schedule 30-Minute Video Call
Tips for Deciding If a Consultation Is Worth Your Time
Retirement Planning Clients We Specialize In Serving:
We specialize in providing comprehensive financial planning services to clients who are approaching retirement, in retirement, or facing a business equity transition, and have accumulated at least $500,000 in investments.
If we don't add any value to your financial picture by the end of step 3, we will refund all your money. What do you have to lose?
Still Unsure?
Check Out Our Frequently Asked Questions
Step #1: 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.