Initial Consultation

The first step to establishing a solid financial foundation is the initial consultation. This is a two step process including two meetings. During your initial consultation, you can expect an in-depth discussion of your financial history, current situation, and future goals, as well as a thorough examination of the following:

Retirement
Cash Flow Analysis
Investments
Taxes
Insurance
Estate Planning
Financial Milestones
Life Events
Upcoming Large Expenses

Once we have a clear idea of your philosophy and your needs, we will work behind the scenes to develop recommendations and an actionable list of tasks to complete to get you where you want to go. During the second consultation we review your personalized retirement plan, review your actions items to get your financial house in order and address any further questions you may have thought of since our first meeting.

Consultation Prep

Pursuant to scheduling your consultation you will be provided a list of documents that will be required of you to provide prior to your meeting. Our goal is to provide a comprehensive and thorough discussion that allows you to take full advantage of your consult and provide us with necessary information to hit the ground running.

Consultation Fee

Our consultation fee is $350. While some financial advisors offer complimentary consultations, we believe that the value you will receive from our initial meeting will far exceed the fee. If, after we meet, you don’t believe we have earned your $350 fee, we will refund it immediately — no questions asked, and no hard feelings.

Complimentary consultations for those within 12 months of their retirement date.

To schedule online, please use the links below to view times and dates available or give us a call at 480-305-2038. Please contact our office for appointments at our satellite offices in Flagstaff, Tucson and Las Vegas.

Schedule Initial Consultation