The True Wealth Assessment
A Financial Check-Up
Everyone wants to be physically healthy, we all desire to be financially healthy as well...
And just like you go to get an annual physical, not because something is wrong, but to ensure everything is right, the same for the financial physical.
The True Wealth Assessment will show you where your are on track, and where you can make some adjustments.
You'll Receive:
01
DISC Assessment Report
The DISC Relationship Insights Report is a communication tool that helps people communicate better. It will give you analysis on your normal and adaptive state in relation to behavior.
02
RightCapital Access
Right Capital is a financial planing software platform. You'll have access it, for as long as it's my primary planning platform.
03
One Page Plan
The One Page Plan, will provide you will a multitude of recommendations that you can implement to enhance your financial future.
Our Promise:
The goal of the True Wealth Assessment is to provide you value – period.
During your personal consultation with us, if you feel that you have not gotten any value – you'll get a 100% refund of your money.
During your consultation, our team will ask if you felt the time has been valuable. And if you felt like you didn’t get your questions answered or didn’t learn anything new – you won’t owe us a thing for the time. We just think that’s fair.
We want you to be happy about paying the fees because you are delighted and impressed with the value you received.
