The Financial Strategy Session

All of our client relationships begin with The Financial Strategy Session.  It is a two-hour meeting that is all about you.  The Financial Strategy Session addresses your three biggest financial concerns.  It can be used as a one-time appointment to address major financial issues or as a springboard to a comprehensive planning relationship.  You will leave the appointment with written recommendations and have 30 days in which to follow up with any questions you might have.

We will want to see your previous three years' tax returns, a list of your assets and liabilities, and a completed Personal Planning Profile and Financial Strategy Session Agreement.(A copy of the Personal Planning Profile and Financial Strategy Session Agreement can be downloaded below.)  If you are married or in a relationship where you are commingling your finances, we strongly recommend that both parties attend this appointment.  At the end of the two hours, an additional hour is left open to discuss your ongoing retainer options.  You are under no obligation to continue working with us and will only qualify if we feel that we can, in good conscience, save you more money than it costs for you to retain us.

Please call us at 520-531-9977 to schedule a no cost, no obligation phone consultation to determine if The Financial Strategy Session is right for you.