Step 1 >>>>
Book free 15-minute call
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Step 2 >>>>
45-minute Deep Dive (partners are required)
No preparation required
Tell me about your situation
I’ll deterine if I can assist
If I can’t assist I will say so and refer you elsewhere if possible
You provide summary financials and your goals in advance
I’ll present indicative strategies
We’ll get a sense of each other
I’ll show you the benefits and cost
No specific investments discussed
Grow and protect your wealth?
“Thanks, but no thanks”
No problem
I’ll invoice you $385 (incl. GST)
Those people who haven’t proceeded with advice or weren’t ready to just yet typically comment on how useful this session is and have been happy to pay for it.
“Yes please!”
Congratulations! You are on your way to putting a financial plan in place.
Deep Dive meeting fee ($385) is waived.
Your specific advice cost will depend on the scope and level of service we agree on.