Let's get acquainted with a quick diagnostic...

In most cases, when you take your car to be serviced they will start with a “diagnostic” that helps find where work needs to begin.  It also gives you the relative priority or importance of certain repairs recommended.

Similarly, we believe in doing things in the right order.

This is why we start with a diagnostic

During this step you will complete our discovery questionnaire, so that you:

  • Recognize where you may be leaving “money on the table” through unoptimized benefits at work,
  • Realize if your investment strategy is “too fast”, “too slow” or “just right”,
  • Feel better about where you stand in relation to where you want to go.

The diagnostic is a great first step in exposing any gaps in your current strategy and putting you back on track!

Step 1. Complete the questionnaire.

When you click this link, you’ll be taken to a Google Form.  After you complete the form you can navigate back to schedule your appointment.

Step 2. Pick a time for us to get acquainted.

You are welcome to reserve your time before completing the questionnaire, however your meeting will be canceled unless we receive your questionnaire before the meeting start time.

It's important to us to get to know you so that you receive a customized approach for reaching your goals!

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