Answers to your Financial Questions. No Pressure. No Commitment. Simple.
Clarify your Statement of Financial Purpose.
Define Goals that matter.
Focus on what to do NOW.
How it works:
1. Book your One Meeting.
2. Create a Profile, customize your details and pay your deposit to reserve your spot.
3. Ask your questions LIVE during your One Meeting and receive your custom Simply One Plan pdf. & an explainer video via LOOM you can reference again.
4. No pressure to hand over investment management, ever.
Do you really need a 50 page "financial plan" with information that is GUARANTEED to change over the next 10 20 or 30 years?
Want to make sure you're on track & have your questions answered without a long term commitment?
$895 Couple / Business Owner
1. Are you a Fiduciary?
2. Are we required to provide documents?
The quality of the advice we give is directly related to the data we have. You wouldn't want your Physician prescribing medicine without understanding the objective measures of your health that determine recommendations. We'll give you a list of documents we need related to your questions.
3. Do we have to move our assets?
We don't require investment management, and we won't pressure you, ever. If you would like us to manage investments, we can discuss that separately.
4. We already have an advisor, can we get a second opinion without feeling pressured to make a change?
That is exactly what this plan is about!
The One Page Plan: Get Expert Advice. No Pressure to hand over asset management. It's that Simple.
Am I taking too much risk in the markets?
Am I on track to reach my goals?
Am I overpaying the IRS?
I’m changing jobs or something else unexpected came up, what should I do?