When you request a financial assessment, we give you an assessment of the most important
areas of your life. We also answer any question that is specific to you, such as
"can I afford this house" or "should I pay off debt or invest".
First, you decide how you would like to receive your free assessment: either by a recorded video sent to you or by a virtual meeting. Then, I'll ask what specific questions you want answered. After that, you just input some basic information, and your work is done.
Once I've received notice that you've submitted your assessment, I will review the information you provided. I'll use this information to supply you with an assessment of your current financial position as well as answers to your specific questions.
Once the information has been received and reviewed, I will deliver the assessment catering to your preferences. If you chose to receive a video, you can expect an assessment within a few business days. If you chose a meeting, you'll receive your assessment in that meeting.