Free
Virtual Financial Assessment
Our 18-point assessment will put you years ahead by helping you to know the exact next step you should take with your money
You will receive a personalized 18-point assessment with customized data percentages covering everything from:
Income & cash flow
Savings, liquidity, and risk
Investments & growth
Retirement, estate planning, wills & trusts
so that you know the exact next step you can take to accelerate your assets and double your future income with less risk!
What Will We Review Exactly?
We start by looking at 4 areas that must be understood to make a change...
Asset Alignment
We evaluate how well your assets work together. You'll gain insights into whether your financial resources are optimally aligned or if adjustments are needed to accelerate growth and decrease risk.
Readiness for Change
Assess your potential eligibility by evaluating three critical factors: your financial confidence, readiness for change, and overall health. Provide insight into what financial products & strategies you might qualify for.
Identifying Gaps
How well does your financial setup support growth and protection? We will identify any gaps that could impact your financial resilience and success examining asset coordination, income diversification, cash flow stability, and safeguards.
Financial Preparedness
Examine your confidence in financial decision-making, the availability of your time to navigate financial strategies, the strength of your network, and the status of your estate planning. How prepared are you to take advantage of changes coming in the future?
Here is the reality
90%
of Americans who retired for the first time in 2023 had less than one million dollars saved
99%
of term insurance policies are cancelled or expire with no payout
95%
of savers are currently structured to have decreasing income and don't even know it
How will you keep from being a statistic?
After you complete your 18-point action plan, you will be in a better place to know exactly what your next move should be to accelerate your financial life.
Here is what's included in your financial assessment
Asset Alignment
Gain insight on how well your assets are coordinated to create the outcomes you want in the future
Understand the level of accuracy you have about those future outcomes
Assess financial combinations to determine your options
Understanding how assets align to work together will open up a whole new way of thinking about your options in the future. You walk away with a level of confidence knowing that your financial future is not left up to chance and the whims of the market.
Readiness for Change
Understand your current financial trajectory
Determine your level of open-mindedness to solutions that improve upon that trajectory
Baseline qualification for new financial products
Making big improvements often requires a big change in mindset. Determine your willingness to look at solutions that that work alongside your existing financials to help them work even better with less risk.
Identify Gaps
See what has the highest likelihood of holding you back
Understand your cash flow
Find out if your lifestyle can be maintained at the same rate for the long haul
How can you have the financial confidence we're all looking for if you don't know what the pitfalls look like? 95% of the people we talk to do not have the structure to support an increasing income throughout their entire lives - and they have no idea.
Financial Preparedness
How well will your plan continue if you no longer can
Evaluate the current positioning of your Will & Trust
Determine requirements for Financial & Medical powers of attorney
Let's identify your capabilities and the capabilities of those around you to ensure your plan continues - even if you don't.
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