We will spend the first 15 minutes of this meeting ensuring your situation matches our expertise. (After all, you wouldn’t see a Cardiologist if you needed foot surgery!)
If we mutually agree there is a potential fit, we will spend our remaining time learning more about you and your unique challenges.
We will also share more about our firm and answer your questions.
Share Documents
Using the information you provide, we conduct a detailed analysis of your financial picture. This includes evaluating your retirement readiness, investment strategies, tax efficiency, and any risks to your financial future. As part of this process, we also provide access to complimentary estate planning tools to create your own Will, Trust, and Power of Attorney.
Review Assessment
We deliver an executive summary of your financial plan tailored to your specific goals. This includes actionable steps to manage your retirement income, optimize your investments, reduce taxes, and secure your legacy with an estate plan. You’ll walk away with clarity, confidence, and tools to take the next step in your financial journey.
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
Schedule Your Introduction Meeting With Us!
FAQ
Can you meet virtually and work with clients in other states?
How does Sherman Private Wealth make money?
Do you offer an hourly or one-time project fee option?
How are you different than other financial advisors?
Why should I consider hiring Sherman Private Wealth?