YOUR FREE FINANCIAL REVIEW

We have developed a process to help you make an informed decision about working together. What you get is a personalized Financial Review that answers 3 important questions.

What to Expect

No Obligation

This process is intended to help you make the most informed decision, there is no pressure or obligation to sign on as a client as we move through each step.

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Personal Insights

After getting to know you, we will generate a Financial Review that will give you personal insights into your financial situation.

Step 1:

Let’s Get Started

 

To get started, feel free to schedule an intro conversation with us here. You’ll receive a link to a questionnaire to fill out prior to our meeting

Step 2:

Let’s Chat

 

In a no rush, all about you conversation, we would love to learn about you, your concerns, your goals, your values and anything else you’d like to share. At the end of our meeting, we will request a few important documents, so that we can do our analysis.

Step 3:

Let’s Take a Look

 

Combining what we learned in Steps 1 and 2, we apply our experience, knowledge, and research to do our analysis and develop a financial review for you.

Along with other insights, the review will seek to answer these 3 questions:

  1. Can your Investments be improved upon?

  2. Can your tax bill be reduced?

  3. Are you on track for retirement?

Step 4:

Let’s Review

 

We’ll come back together to review your financial review. The snapshot will include recommendations for improving your financial wellness. At the end of our meeting, we will offer a proposal for engagement.

Step 5:

Let’s Think About It

 

Take your time to review the proposal and decide if working together is right for you. To help you make the best decision, answer these questions:

  1. Do I like and trust the Twelve Two team?

  2. Do the recommendations make sense?

  3. Do the benefits outweigh the costs?