Free Tools
FINANCIAL PLANNER AND
TOTAL COST AUDIT
Assumptions are the termites of relationships.
Unnecessary and undisclosed fees can steal tens, and sometimes hundreds of thousands of dollars from your estate and retirement goals.
CLIENT EXPERIENCE AUDIT
The sole reason I am in the personal finance business is to make life less difficult for my clients.
Evolve from a transactional financial advisor relationship and into a transformational one. This means doing a client experience audit to see if your fees are getting a return on their investments.Download the Require or Fire Guide here.