Identifying the right partner to help you navigate your retirement is a big deal. That's why we've created a straightforward process to help you make an informed decision about working with our firm.
What You Can Expect
No Cost or Obligation
We want to fully understand what you're seeking and show you exactly how we can help before you pay us a single dollar.
Whether we ultimately decide to work together or not, our goal is to leave you feeling more confident by providing actionable steps you can take to improve your retirement readiness.
Before we mutually decide if we're the right fit to work together, we'll discuss in detail the services we provide and way that we're compensated for the advice that we give.
How it Works:
Initial Phone Meeting
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 some basic financial documents prior to 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:
- Are you on track to reach your goal of retirement or work-optionality?
- How can your tax bill be reduced?
- 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 what 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 be in a position to make an educated and informed decision about potentially working together.
Sleep On It
Selecting an advisor to entrust with your nest egg is one of the biggest decisions you'll make. It's important to us that you take as much time as you need in order 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 with a conversation in a few days 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 for you to 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.