What You Need to Know About Our
Complimentary Financial Assessment
Who
Business owners and retirees who want to transition to and maintain a successful retirement.
What
A free assessment using our FLOW™ framework that will give clarity on your retirement path.
Why
To help evaluate your financial situation and path to retirement, while offering planning guidance on various financial goals.
No-Cost Obligation
We want you to know exactly how we can help before you pay us a single dollar.
Three Big Answers
Get clarity on your path to retirement and answers to the three big questions
A Simple 15-Minute Call
The first step is a 15-minute phone call with our team.
Schedule a No Obligation Complimentary Assessment Today
How Do I Know if I'm a Good Fit?
Our ideal client has as least $500K in investable assets,
and fits in one of the following buckets:
I'm a Business Owner Nearing Retirement
Your path to retirement has a lot more moving pieces than someone who’s an employee. Do you have a succession plan? Will you be selling the business or passing the reins to someone else? Have you made plans to successfully retire? And more.
I am Getting Ready to Transition Into Retirement
This is when you’ll be making decisions that will tremendously affect your life in retirement. When should you begin Social Security? Do you have a cash cushion for emergencies? Will you have enough for your possible life expectancy? And more.
I’m Already Retired or I Relocated to the Carolinas
Your move could result in added complexity when it comes to your retirement, since state laws vary. Is your will updated? Do you need a doctor recommendation? Do you prefer dealing with someone local — who can be there if one spouse passes? And more.
Our FLOW Mindset
During our complimentary 15-minute financial assessment, we’ll introduce you to our FLOW Mindset, a unique approach to understanding your financial journey. We’ll start by identifying your key financial markers, including your income, expenses, assets, and debts, to establish a clear picture of your current financial situation. From there, we’ll explore your life goals, potential obstacles, and the legacy you wish to leave behind, helping to construct a financial plan that aligns with what matters most to you.
Customized Wealth Management Services
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
