Personalized

Get yourself a free financial assessment.

Meet with an advisor to discuss your results or get a video sent straight to your inbox.
The choice is up to you.

So how does this work?

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".

1
Personalize Your Financial Assessment

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.

2
Advisor Reviews Your Questions & Info

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.

3
Receive Your Assessment Results

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.

How would you like to receive
your assessment?

Typically, the one-on-one meetings are more specific because you can ask your advisor follow-up questions.
However, if you're not able to schedule a meeting, a recorded video is an amazing option.
Recorded VideoOne-on-One Meeting