A Clear View of Where You Stand—And Where You Could Go Next

Financial planning should feel personal, not transactional. That’s why we created the Wealthspan Review™—a simple, thoughtful process that gives you clarity, confidence, and a sense of direction.

No jargon. No confusion. Just insight that helps you make smart decisions—on your terms.

Step 1: Initial Phone Meeting (15 Minutes)

A quick, friendly conversation to see if there’s a fit.

This no-pressure call is your chance to share where you are—and where you hope to go. You'll speak directly with a member of our Longevity Team. We'll explain how we work, ask a few thoughtful questions, and let you know if we’re the right team to support your goals.

Don’t worry if you’re not sure what your goals are yet—that’s part of the journey. If it feels like a match, we’ll schedule your Discovery Strategy Session.

Schedule A 15-Minute Guidance Call

Step 2: Discovery Strategy Session (60 Minutes)

See your full financial picture—clearly.

This complimentary session (in person or via Zoom) is where we listen, learn, and map out your current financial life. Using powerful visual tools, we’ll help you identify what matters most and what may need attention.

• You’ll share your concerns—we’ll explore strategies to address them.

• You’ll share your goals—we’ll show you how to move toward them.

• You’ll walk away with a visual snapshot of where you stand today and where you might go tomorrow.
  

Step 3: Personalized Proposal

A custom roadmap—aligned with your values and goals.

Based on what we’ve learned together, we’ll create a tailored proposal showing exactly how we can help. It includes the services we recommend, our planning approach, and how we’ll partner with you moving forward—at your pace, on your terms.

Step 4: Reflect and Decide

No pressure. No rush. Your timeline.

Think about it. We are looking for long-term relationships, not a quick transaction. Take your time to consider everything. Ask questions. Sleep on it. We're here to support you—whether you say yes or not.

There is never a hard-sell or pressure to say "yes."

Step 4: Welcome Aboard

If it’s a yes, we get to work—together.

We’ll guide you through onboarding, set up your personalized financial dashboard, and begin building your plan. Step by step, we help turn your vision into a strategy—and your strategy into action.

Why Pre-Retirees Love the Wealthspan Review™

• Complimentary for qualified individuals

• No obligation, no sales pitch

• Real insights, real clarity

Even if you don’t become a client, you’ll walk away with a clearer understanding of where you stand—and the confidence to move forward.

Ready to begin?