Get Your Free Retirement Assessment

We start with a 30(ish) minute phone call to determine if our expertise is the right fit for your specific situation. We'll chat about what you're currently doing financially and what you'd like to achieve, and we'll make sure to answer all the questions you might have. If we are unable to serve your needs, we will happily point you in the direction of a trusted expert who may be better suited to your needs.

Next, we will meet in person (or virtually as needed) to learn more about you, your family, and your unique financial situation. The purpose of this meeting is to gain a perfectly clear understanding of your financial goals, concerns, challenges, and opportunities. To make the best use of our time together, we'll ask that you provide us with some basic financial documents before our meeting.  This conversation, along with the documents you provide, will drive our analysis and result in answers to three critical questions.

After our meeting, we’ll apply our expertise and understanding of who you are as we begin building your tailored plan. This plan is designed to convert your family’s goals and needs into step-by-step recommendations to achieve a successful retirement. Whether we ultimately decide to partner together or not, through this analysis, you'll receive the answers to these three critical questions:

1. Are you on track to reach your goal of retirement or work-optionality?
2. How can your tax bill be reduced?
3. How can your investments be improved?

Once your assessment is complete, we’ll schedule a time to meet in person again to share our findings and recommendations. During this meeting, we will explain, in plain English, exactly the steps you need to take to achieve your retirement vision. Our goal is for you to leave this meeting with a strong understanding of what we are recommending and to be in a position to make an educated, informed decision about potentially working together.

Selecting an advisor to entrust with your nest egg is one of the most significant decisions you'll make. It's important to us that you take as much time as you need to feel completely comfortable and confident in deciding what’s best for you. During this time, we’ve found it helpful if you ask yourself the following questions:

• Do I like, trust, and respect the Eudaimonia Wealth team?
• Will the benefits they provide outweigh the cost?
• Do I understand and agree with their investment philosophy and beliefs about money?
• Do their financial planning recommendations make sense to me?

We’ll follow up in a few days with a conversation about whether to move forward or part ways as friends.  We recognize we’re not the perfect fit for everyone, and there will never be any pressure to become a client.

When you're ready, we'll start the process to help you join our wonderful family of clients. During this meeting, we'll answer any outstanding questions, build the framework for your retirement plan, and determine the exact steps we'll take to get you on the path to a successful retirement.