If you had vision problems, you wouldn’t start with a dentist — you’d see the right specialist. This 15-minute phone call gives us both a chance to make sure your situation matches our expertise before either of us commit to digging deeper.

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If we’re not a good fit, we’ll gladly point you in the right direction and help you find an advisor whose better suited for your needs.

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.

This is where the real work happens. We draw on years of experience, and advanced training to carefully analyze your financial picture. Our goal is to answer the questions that matter most:

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• Are you on track for the retirement you want — whether that’s today or years from now?

• Are you paying more in taxes than necessary?

• Can your portfolio be improved and optimized?

• Is your wealth protected from potential threats?

This is the point where everything comes together. We’ll show you—clearly and simply—exactly what needs to happen for you to reach your financial goals. You’ll see answers to the questions we analyzed. We believe choosing a financial advisor is one of the most important decisions you’ll make—so there’s no rush. Our role is to give you clear recommendations and real numbers that show the impact on your financial life. Your role is to decide if we’re the right fit.

Before moving forward, we encourage you to consider a few questions:

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• Do I trust, respect, and enjoy working with the team at Launch Wealth?

• Will the benefits they provide exceed the cost?

• Do I understand and agree with their investment philosophy?

• Do their recommendations make sense to me and my goals?

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.