Your Clarity Connection™
A no cost 3-step process to get clarity on your finances and test drive our services
We Do Our Best Work With…
WORKING OR RETIRING PROFESSIONALS
You want or care about financial independence
$200K INCOME OR $400K INVESTABLE ASSETS
Have an annual income of $200k or more OR investable assets totaling $400k or more
ONGOING PARTNERSHIP
Want the help of a financial professional instead of “winging it” alone
HERE’S HOW IT WORKS.
STEP 01
15-Minute Connection Call With Derek
A short chat and “virtual handshake” to introduce ourselves and discover what’s top-of-mind for you.
STEP 02
Life & Finance Meeting
The next step is a one-hour meeting via Zoom.
We want to understand your personal story, your present situation, and goals. With this, we’ll create a personalized document that lays out your best steps forward.
STEP 03
Personalized Insights & Next Steps
With the Life & Finance meeting complete, we will have another 1-hour meeting to deliver and review our observations and make general recommendations.
We will explain with as much (or as little) detail as you want, answer any questions, and suggest best next steps.
STEP 01
Book A 15-Minute Connection Call With Derek👇
STEP 04
Think About It!
At the end of this process, we will simply ask you to think about it.
If you decide that we aren’t a good fit, that’s okay! Your personalized insights document is yours to keep.
There’s never any pressure, and you’re under no obligation.
Ready to Get Started?
Book your call below to take the first step.
