Step 1 >>>>
Book free 15-minute call
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Step 2 >>>>
45-minute Deep Dive (partners are required)
No preparation required
Tell me about your situation
I’ll deterine if I can assist
If I can’t assist I will say so and refer you elsewhere if possible
You provide summary financials and your goals in advance
I’ll present indicative strategies
We’ll get a sense of each other
I’ll show you the benefits and cost
No specific investments discussed
Ready to get started?
“Thanks, but no thanks”
No problem
I’ll invoice you $385 (incl. GST)
Most people who weren’t ready to proceed with advice typically comment on just how much value they get out of this session and are more than happy to pay for it.
“Yes please!”
Congratulations! You are on your way to putting a financial plan in place.
Deep Dive meeting fee ($385) is waived.
Your specific advice cost will depend on the scope and level of service we agree on.