The Wealthspan Review™

“What matters most to you?.”

A 30-minute conversation where we explore your values, why money is important to you, and see if we’re a good fit to work together. We ask thoughtful questions and provide honest answers to help you get clarity.

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Why it matters: Freedom to explore your options on your terms. Questions answered, concerns addressed, philosophy understood.

“See the full picture - clearly.”

We take a close look at your financial life to see if things are aligned with what you need your money to do and what you want your money to do. Using visual tools and focused conversation, we help clarify your priorities and where you stand today.

Outcome: Immediate insight and direction.

Why it matters: Clarity is the foundation of confident decisions.

“Your personalized proposal.”
We provide a proposal that outlines our work together, areas where we believe we can add value, and potential ROI based on what we’ve uncovered. This plan is aligned with your life, values, and goals—clear, concise, and actionable.

Includes: Proposed services + next steps + estimated impact.

Why it matters: Your financial life is unique—your plan should be too. This step turns your vision into a tangible strategy.

“Your timeline. Your decision.”
This is your opportunity to reflect on everything we’ve discussed and determine if there’s enough value for you to move forward with us. Ask questions, clarify details, and decide if we’re the right partner for your financial journey.

Why This matters: This breather ensures you feel fully confident and ready before moving forward - without any sense of urgency or pressure.

“Let’s build it—together.”

Onboarding begins. Your personal dashboard. Your plan comes to life.

Includes: Full onboarding + personal financial website + formulation of your Wealthspan Blueprint™ a detailed map of your financial plan.

Why it matters: Action transforms ideas into results. Start feeling in control from day one.

“Real support. All year long.”

After implementation, you join the Longevity Circle™. We monitor progress, adjust strategies as life changes, and ensure your plan stays aligned with your goals.

Includes: Regular reviews, mid-year check-ins, ongoing guidance, and support whenever you need it.

Why it matters: A plan without follow-through is just a document. Continuous support keeps your strategy alive.