The True Wealth
Assessment
A 3 Step process to help you Gain Retirement Confidence and Evaluate Our Services.
Retirement Feasibility Analysis
Investment Analysis
Tax Return Analysis
Step #1
Step #2
Step #3
Financial Discovery Meeting (60 mins)
This is where we will ask you questions (a lot of them...!) It's designed to help us get a good understanding of where you are on your retirement journey, and more importantly where you want to go!
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We'll also share more about us, and answer any questions you have.
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After this meeting we'll ask you to securely transfer some financial documents, and we'll start our analysis.
Financial Clarity Meeting (50 mins)
Here we will introduce you to Right Capital, ensure the information entered is valid, or correct it as necessary. This is where you start to see how well you've done (maybe for the first time)
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And of course we'll address any questions you have.
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After this meeting, we'll as you invite you to do a DISC Self-Assessment, and we'll continue our Analysis.
Financial Assessment (60-Mins)
During this meeting, we will deliver the results of your Retirement Assessment.
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Our analysis will show you exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Think About It!