Schedule time to discuss your yearly financial annual review

Let's look at your current financial standing more in depth.

Have a quick question, or just need to check in about something? This is the option for you!

Use this to schedule time to discuss longer, more involved topics...

This meeting will be a 'know thyself' exercise, designed to help you identify what matters to you as we work on your financial plan. You should only be selecting this if we’ve talked about it already. Make sure to have some time after this call to go for a walk.

In this meeting, we will review the results of your Values Questionnaire and make adjustments tailored to you. Please complete the VADIS Values Questionnaire prior to scheduling this meeting. If you need a link to the questionnaire, please email us at: [email protected]

During this meeting we will review your three dimensional risk profile; looking at your Capacity, Tolerance and Composure for risk. This meeting may done its on as part of a periodic review or as part of VADIS portfolio construction process.

For Wholesalers or other professionals interested in presenting an idea to our team.

Have questions about your annuity or want to review the features, benefits and costs of an annuity you bought from somewhere else?

Getting Married, Welcoming a new addition to the family, Changing Jobs, Getting ready to retire? Select this option if you're at an inflection point in your life and would like to discuss how it impacts your financial plan! We'll have a quick meeting to gather information, and we can schedule more time to present the impacts after our first meeting.

Please make sure to click the "Additional Guests" button below your email address and add the email address of the person (or people) we'll be meeting with so that they get the notifications from our scheduling system.

Interested in learning more about what we do? This is a FREE Consultation and we're happy to meet with you for a half hour so you can meet our whole team (yes, we're all coming to this meeting) and ask questions about our services and costs before deciding to move forward.