Discover Where You Stand with the Wealthspan Review System™

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 System™—a simple, thoughtful process that gives you clarity, confidence, and a sense of direction. Unlike many firms, we don’t start with the numbers. To build a plan with a strong foundation, we begin with what you want most out of life.

It’s a 6-step method that helps us understand your situation, so our recommendations are thoughtful, researched, and always made with your best interest in mind. We’ll systematically formulate a financial plan so you can start to experience freedom with your money.

No jargon. No confusion. Just insight that helps you make smart decisions.

Step 1: Initial Exploration Phone Meeting (30 Minutes)

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

This call is your chance to share what’s important to you, where you are today — and where you hope to go. You'll speak directly with a member of our Longevity Team to see what working with us is like. We'll explain how we work and answer your questions. If we both determine it could be a good fit, we schedule a Discovery Strategy Session.

Don’t worry if you’re not sure what your goals are yet—that’s part of the journey.

Schedule A 30-Minute Exploration 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.

Step 5: Engage and 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.

Key Areas Of Your Plan

Step 6: Action

After implementation, we’ll be with you the whole time. We continually evaluate your needs over the years to ensure that we’re optimizing what you’ve worked so hard for. We’ll track your progress and, with your approval, make adjustments along the way.

You’ll meet with your advisor each Spring and Fall and check in with our team in the Summer. In between regularly scheduled meetings, we’re still always there for you, just a phone call or email away.

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?

  • Income: We’ll analyze your current retirement trajectory and coordinate your portfolio income with other factors like Social Security. This helps us identify opportunities for improvement.

    We’ll ensure you have a plan to maximize your income to support a meaningful retirement. You’ll also be able to see a projection of your income throughout the entirety of your retirement.Description text goes here

  • Once we understand your purpose in retirement and maximize income to get there, we can see what your investments need to do to support your income.

    We formulate recommendations based on the data we’ve gathered. You’ll see the strategy we outline and have the opportunity to ask questions. It’s important you feel comfortable and clearly understand everything before moving on.Description text goes here

  • Because taxes could be your largest expense, a sound tax strategy is essential to helping you keep more of your nest egg. Our goal is to reduce what you pay as much as possible now and in the future.Description text goes here

  • Building wealth matters, but protecting it is essential. At Longevity Wealth Strategies, we review your insurance plans to make sure you have the right coverage so you, your family, and your finances are shielded from life’s surprises. With the right coverage, your financial plan can handle any storm.Item description

  • We help guide you through the key decisions and conversations necessary to align your financial plan with your values and long-term vision. We’ll review your estate plan, so you’re covered no matter what happens.