The Wealthspan Review™

Clarity. Confidence. Control.

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Discover the WealthSpan Review™

Our simple process for deciding whether Longevity Wealth Strategies is the right fit for your future

1

Initial Conversation

"What matters most to you?"

We start with a Zoom or phone meeting to know each other. Together, we explore your values, goals, priorities and the type of future you want to build. This conversation sets the stage for everything that follows.

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Why it matters: You get to explore your options, have your questioned answered and really get to understand our approach. This way, you can make decision confidently, knowing your planning aligns with what matters most to you.
2

Discovery Strategy

"See the full picture clearly."

We take a close look at your current financial life. Using simple, visual tools, we show you exactly where you stand today and highlight opportunities you may not have seen. This step uncovers insights that guide decisions.

The result: Immediate insight to your current financial picture and your investment risk comfort level.
Why it matters: Clarity gives you confidence to make decisions that truly reflect your goals and values.
3

Your Vision

"Your Personalized Roadmap"

We'll deliver a clear, actionable proposal that transforms our conversation into a tangible financial plan built around your life, values, and goals. This roadmap makes your planning easy to understand and act on.

You'll see: Proposed services, next steps and their potential impact on your financial journey.
Why it matters: This step turns your vision into a concrete plan, giving you clarity, focus and a clear path forward.
4

Welcome

"Your plan comes to life."

This is where we begin to build your future, together. Our seamless onboarding gives you immediate access to your personal financial dashboard so you can start seeing your plan in action.

You get: Full access to your personal financial website as we guide you through the key areas of your plan.
Why it matters: This step turns ideas into action, giving you clarity and a clear path forward while laying the foundation for long-term decisions.
5

Momentum

"Staying on track, together."

After your initial planing is implemented and in place, we continuously monitor your progress and adjust your strategy as life evolves, keeping everything aligned with your goals and ready for new opportunities.

You'll receive: Ongoing proactive guidance and regular reviews to keep your plan sharp, flexible and resilient.
Why it matters: Your financial journey is always evolving. We ensure your strategy stays relevant, effective and ready for whatever comes next.

Why Pre-Retirees Love the WealthSpan Review™

Complimentary for qualified individuals
No obligation
Real clarity - even if you don't become a client
Designed to reduce stress, not add it

Clarity Is Just a Conversation Away

You deserve to feel clear and confident about your financial life. Let's start simple.

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