▶ PURPOSE: A session to define your financial vision and align your reality with your aspirations. ▶ WHAT TO EXPECT: We conduct a high-level audit of your goals to determine how our client-centric "Meaningful Guidance" framework can protect and grow what matters most to you. ▶ OUTCOME: You gain clarity on your financial trajectory, equipped with professional insights to guide your next move—regardless of whether our firm is the long-term partner for your objectives.

▶ PURPOSE: A dedicated review to ensure your strategy evolves alongside your life. ▶ WHAT TO EXPECT: We will adjust your roadmap to keep your plan aligned with what matters most to you. ▶ OUTCOME: Total clarity and confidence that your wealth is fully synchronized with your objectives.

This call is designed for wholesalers who want to explore a potential relationship with our advisory team. We will use this time to get to know each other, understand what you represent, and determine whether there is a natural fit to continue the conversation. You will have the chance to share your firm’s investment strategies, planning solutions, or practice-management resources, and explain the type of advisors you typically partner with.

This meeting is for current plan participants who have questions about their retirement plan. We are happy to review your plan features, discuss your contribution options, and help you understand how your elections fit into your bigger financial picture. Bring your questions. This time is focused on helping you feel confident about your plan and the choices you are making!