Wealth for Docs Introductory Consultation
The introductory consultation is a no-pressure conversation designed to understand your situation, your goals, and where you are in your career. You may choose a Zoom meeting or phone call.
Initial Consultation
We look forward to helping you meet your financial goals! You may choose a Zoom meeting or phone call.
Existing Client Meeting
Book a Zoom meeting, call, or an in person meeting. Select the length of the meeting from 15-90 minutes.
Wealth for Docs Existing Client Meeting
Book a Zoom meeting, call, or an in person meeting. Select the length of the meeting from 15-90 minutes.
Annual Wealth Management Account Review
Schedule time to discuss your yearly financial annual review.
Annual Kai-Zen Review
Schedule time to discuss your yearly Kai-Zen annual review.
Annual Kai-Zen Reallocation (LSW Only)
Copy of Schedule time to discuss your yearly Kai-Zen annual reallocation for LSW only.
Annual Athene Annuity Reallocation & Review
Schedule time to discuss your yearly Athene reallocation and annual review.
Annual Allianz Annuity Reallocation and Review
Schedule time to discuss your yearly Allianz annuity reallocation and annual review.
Annual Lincoln Annuity Reallocation and Review
Schedule time to discuss your yearly Lincoln annuity reallocation and annual review.
Annual Misc.Annuity Reallocation and Review
Schedule time to discuss your yearly Prudential, Nationwide, Mass Mutual, etc. annuity reallocation and annual review.
Annual IUL Insurance Reallocation and Review
Schedule time to discuss your yearly IUL insurance reallocation and annual review.
Partner Meeting
For Partners or Associates we work with. Book a Zoom meeting, call, or an in person meeting. Select the length of the meeting from 15-90 minutes.
15-Minute 401(k)/403(b) Professional Management Review
A brief informational review to explore whether professional management could enhance your current 401(k) or 403(b).