What’s the cost?
There is no cost for an initial 30 minute telephone consultation.
The cost of a Personalized Wealth Strategy Guide is $500. Most clients discover well over $500 in savings within 30 days of receiving their Personalized Wealth Strategy Guide. There is no cost for follow-up email Q&A with the Coach for one full year after you receive your Personalized Wealth Strategy Guide.
Do you offer legal advice or recommend specific investment or insurance products?
No, we do not offer legal advice nor recommend or sell specific financial instruments/products. Those activities are reserved to attorneys and credentialed financial product sales people. We'll provide information that enables you to evaluate how well they fit your financial strategy.
How does the process work?
After the initial consultation, you're provided with a questionnaire to complete. (No personally identifiable information disclosed on that form.) We meet in person to review your responses on the questionnaire, and a second time by phone if there are any follow up Q&A. Then we meet in person to review your completed Personalized Wealth Strategy Guide.