A STEP-BY-STEP, NO-PRESSURE PROCESS
A STEP-BY-STEP, NO-PRESSURE PROCESS
What to Expect
Our process begins with a free call so we can get to know each other and so I can learn more about your needs. There’s no cost and no pressure to move forward. If we’re not a good fit for each other, we’ll let you know upfront and try to recommend an alternative.
Our process begins with a free call so we can get to know each other and so I can learn more about your needs. There’s no cost and no pressure to move forward. If we’re not a good fit for each other, we’ll let you know upfront and try to recommend an alternative.
Pre-Commitment
Pre-Commitment
The first step is for us to have a quick intro call to determine if REWealth's expertise matches your needs. During this call, we'll discuss your circumstances, how we operate, and answer any upfront questions you might have.
Â
To get started, you can schedule your free consultation online.Â
Â
If you're not ready yet but have a question, please send us a message.
We offer additional free exploratory meetings for clients that are a great fit but still need more time to get to know us before committing to our services.
Commitment
Commitment
Once you're ready to partner with REWealth, we'll send you an electronic client agreement via email and other required legal documents to review and digitally sign.
Once you've signed the client agreement, we'll send you an email with relevant next steps and get you set up with all of the necessary tools.
Initial Retirement Blueprint
Initial Retirement Blueprint
During our first official meeting, we'll explore what matters most to you and define your retirement goals and vision.
We'll also address and articulate pain points you might be experiencing that prevent you from achieving your goals.
At this point, you'll be asked to upload copies of your most recent financial statements and tax return to a secure web portal for our review.
We'll focus on taking inventory of your current financial life, which includes review of your assets, liabilities, income, expenses, and any other relevant personal accounts.
We'll also get you set up on our planning software.
If you're leveraging our investment management services, we'll help get your accounts set up and assets transferred to Schwab.
Once your documents are organized, you're set up on our planning portal, and your accounts are funded, we'll explore the extent to which you're on-track to meet your goals. We'll game out different scenarios for your current trajectory mapped against alternatives to see how we can get to your goals more quickly.
Once we've reviewed your personal finances and cast a vision for a new direction, we'll deliver your initial Blueprint, including actionable steps to accomplish your goals.
We'll begin taking action on the highest priorities outlined in your Blueprint.
Ongoing Planning
Ongoing Planning
Three times a year, we'll meet to review progress following your Blueprint, make adjustments if necessary, and ensure we're on track to reach your goals.
We'll regularly touch base via email and phone throughout the year to keep you informed.
Â
Need immediate help or advice? Clients are encouraged to email or schedule a call at anytime to discuss pressing questions or concerns.
Ready to retire with confidence?
Ready to retire with confidence?
