Prescription without diagnosis is malpractice.
We use the Financial Wellness Review to dissect your finances and provide our honest, objective feedback and recommendations.
How We Work
Should I refinance my student loans? How much house can I afford? Can I live on my investment portfolio?
Sound familiar?
Let’s discuss your priorities, your values, and the life you want. No cookie-cutter advice!
Financial Wellness Review: What You Can Expect
- One Transparent Fee
- A 2-4 hr. virtual or in-person meeting
- A transcribed summary of meeting notes
- Personalized resources
- Actionable next steps
How a Financial Wellness review works
Why do a financial wellness review?
You want answers and to walk away with actionable next steps! This is also an opportunity for you to get to know us, see how we work, and feel confident before committing to an ongoing engagement (which isn’t for everyone!).
Who should attend?
The Financial Wellness Review is intended for individuals and families of all means and is a prerequisite before engaging in any ongoing services. If a couple, we ask both partners to be present.
What do you need from me?
We’re going to ask to review all of your personal financial documents (investment statements, mortgage statements, previous year taxes etc).
Where are the meetings?
Meetings are typically held either in-person at our office in Red Bank, NJ or virtually using video conferencing and screen sharing.
How do I schedule a meeting?
Give us a call or email us so we can find time to discuss what’s on your mind. If our approach fits what you are looking for we’ll get a meeting on the calendar!
When is the meeting?
These appointments are typically booked 2+ weeks after our initial consultation, all depends how quickly you can turnaround your materials to us for review!