Consultation Process

Schedule Your Free Consultation

Our 3-step process allows you to get an honest assessment of your financial life and evaluate working with us without having to commit a dime.

During this consultation process you will gain valuable insight on four key areas.

  • Gain clarity on your specific goals and concerns
  • How your money is working for you
  • What areas need improvement
  • How to take action

We work best with clients who fit the following criteria:

  • Financial Status

Our service is tailored to clients who have a minimum of $300k of earned household income, or have at least $1M of liquid investible assets.

  • Ready to take Action

You have reached a point that you are ready to make a move.  Either you have reached a new level of wealth or you are looking for something better.

  • Value an Expert

You do not want to go alone and prefer to partner with a financial expert on your financial journey.

Your Free Consultation -
3-step Process

Step # 1

20 - Min Phone Call

A 20 minute phone call will give us both a chance to decide if we are the right fit to move forward.

Click to Schedule

Step # 2

Gather Data

We will work with you to gather the necessary data to give you an honest assessment and become crystal clear  on your specific goals, needs, and concerns.

Step # 3

Assessment Review

We will meet virtually or in person to review your situation and discuss how we can help you.  You will be able to determine if it makes sense to hire us without any obligation.

Think it over and let us know.

After this 3-step process we simply ask for you to let us know within a reasonable amount of time if you wish to engage with us.  No hard sale here!  We are looking for long term client relationships, not quick transactions.  If we agree to work together we will send you our engagement agreement and go to work!

STEP # 1

Schedule 20 - Minute Phone Call

Click here TO SCHEDULE
Have Any Questions?

FAQ's

Here are a few commonly asked questions by new prospective clients..

We follow the Fiduciary Standard and typically charge a set fee based on an investment portfolio so that when our clients do better we do better.  This method aligns with our values of always putting the clients interest first, rather than a quick sale.

Of course.  Every client is unique and certain situations may require some common sense accommodations.  Our desire is to provide exceptional service for an agreement that is fair to all parties.

We are not equipped to offer service by the hour.  We intend to build long term relationships rather than perform transactional type of work.

Yes and Yes.  We meet with most of our clients virtually due to the convenience and time savings aspects.  We use technology such as zoom and screen sharing, and in many respects the virtual experience is even better than in person.  We will meet with any client at their request in person at either our Lakewood Ranch or Tampa office.

The majority of our clients assets are held at Charles Schwab.  Charles Schwab is the industry leader and supports more independent advisors than any other custodian.  They act as the custodian as the safe keepers of the money as well as provide online access, monthly statements and tax reporting.

A lot, but here’s a short list. 

  1. We provide a complete financial service.  We provide a service that goes beyond asset management, and covers your complete financial picture.  From private real estate to insurance to investment management to tax planning to estate planning to cash management to private banking to financing advice and beyond.
  2. We are value based.  We want provide our service in a way that enhances the outcome for our clients, and ultimately pays for itself.  We are incentivized to do better when our clients do better.
  3. We are independent.  This means we do not have to push products like the big banks, investment firms, and insurance companies and their representatives do.  We are free to chose what is best for our clients.
  4. Finally, we allow you to vet us before signing anything.  Your Free Consultation allows you to get to know us and see what we actually do before ever signing an engagement agreement or committing to investing anything.

The Chartered Financial Consultant® (ChFC®) designation is an advanced program that covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs and wealth management, insurance and more.  To earn the designation you must complete and pass an exam for each of the following collegiate level courses.  Branden received his CHFC designation in 2013.

  • HS 300 Financial Planning: Process and Environment
  • HS 311 Fundamentals of Insurance Planning
  • HS 321 Income Taxation
  • HS 326 Planning for Retirement Needs
  • HS 328 Investments
  • HS 330 Fundamentals of Estate Planning
  • HS 333 Personal Financial Planning: Comp. Case Analysis
  • HS 347 Contemporary Applications in Financial Planning

Step # 1

Schedule Your 20 Minute Intro Call