The Wealthspan Review™

Clarity Comes Before Commitment.

Most long-term financial lives aren’t complex because something is broken.
They’re complex because life unfolds over decades.

Every meaningful planning relationship starts with understanding, not products.

Understanding before strategy.
Clarity before complexity.

That sequence begins here.

The Wealthspan Review™

A Wealthspan Review™ is a structured, time-bound planning conversation designed to help you understand how your financial system behaves over time.

It shows how the parts of your financial life interact today and where uncertainty still exists as life unfolds.

This is not:

• An exploratory session.

• A sales meeting.

• A full financial plan.

It is a deliberate first step designed to establish clarity, fit, and readiness before any long-term planning decisions are considered.

Why This Step Exists

The Wealthspan Review™ exists for two reasons.

First, to determine whether deeper planning would meaningfully improve how your financial system holds up over time.

Second, to confirm whether expectations, pace, and thinking are aligned before longer-term work begins.

We proceed only when the conversation is likely to provide useful perspective and clarify important questions.

Requests are reviewed to ensure each conversation is purposeful, productive, and respectful of time on both sides.

What the Wealthspan Review™ Involves

The focus is on gaining perspective rather than producing recommendations.

This conversation exists to create clarity before direction, not to prescribe next steps.
Because life rarely moves in straight lines, clarity often matters more than speed.

The conversation is designed to help you:

• See your financial life as a connected system rather than a collection of isolated accounts

• Identify where uncertainty exists, how it shows up, and why it matters over time

• Understand whether your current approach supports the life you want to sustain as circumstances evolve

• Clarify whether deeper planning would meaningfully improve confidence and decision making

Knowing what deserves attention now, and what can wait, is often the greatest leverage most people never achieve alone.

For some, this clarity alone is enough to move forward with greater confidence.

For others, it becomes the foundation for a longer-term planning relationship.

Both paths are valid.

Neither implies obligation to the other.

Both outcomes are intentional.

What Happens Next

A Clear Outcome

Every Wealthspan Review™ concludes with a clarity about what cones next.

Some people leave with enough perspective to move forward independently, with a clearer understanding of how their financial system behaves over time.

For others, it becomes clear that ongoing perspective, coordination, and discipline would meaningfully improve future decisions.

When that’s the case, the next step may be the Wealthspan Journey™- our long-term planning relationship.

There is no expectation that the review leads to ongoing work.
Both outcomes are appropriate.

The purpose of the Wealthspan Review™ is not to create momentum.

It is to establish clarity about what comes next.

The Wealthspan Journey™

What Comes After the Review (If Anything)

For some people, the Wealthspan Review™ makes it clear that ongoing perspective, coordination, and discipline would meaningfully improve future decisions.

When that’s the case, the next step may be the Wealthspan Journey™ - our long-term planning relationship.

The Journey is designed to support thoughtful decisions as life, markets, and priorities evolve, always grounded in clarity rather than reaction.

There is no one-size-fits-all path.
Direction adapts as circumstances change.

You do not need to decide this now.

The purpose of the Wealthspan Review™ is simply to clarify whether ongoing planning would be useful — or not.