Let’s Get the Facts First

Let’s have the conversation to give you the good news that everything is well-planned or the good news that you can save money and earn more income. Please complete the information below. When you are done, we can schedule a one-to-one meeting. 

Fact Finder

Name
Please use a consistent email address for identification in our records.
Do you already have a Financial Architect - someone designing the blueprints and holding all the other financial professionals accountable - in your life?(Required)
Do you want a Financial Architect on your team?(Required)

Three Types of Money

We suggest between $5K and $20K.
Do you have this amount set aside already?(Required)
We suggest between $5K and $20K.
Do you have this amount set aside already?(Required)
Answer in today's dollars before inflation.
Include Social Security, pensions, rental property income, etc.
Such as bonds and bank deposits.

Five Lives and MERIT Planning

Which best describes your desires for leaving an inheritance to loved ones and/or charity?(Required)