Ready to get crystal clear on your financial future?

Use the scheduler below to set up a free assessment and get a personalized recommendation to your financial planning strategy. This process helps potential clients make an educated and informed decision on if we are the right fit.

This is a no obligation call - we won't try to sell you on anything and you'll walk away with answers to the four biggest questions about retirement:

  1. Are you on track?

  2. Are you overpaying your taxes?

  3. Can your investment portfolio be improved?

  4. Can you eliminate or reduce threats to your retirement?

Use the scheduler below to set up a free assessment and get a personalized recommendation to your financial planning strategy. This process helps potential clients make an educated and informed decision on if we are the right fit.

This is a no obligation call - we won't try to sell you on anything and you'll walk away with answers to the four biggest questions about retirement:

  1. Are you on track?

  2. Are you overpaying your taxes?

  3. Can your investment portfolio be improved?

  4. Can you eliminate or reduce threats to your retirement?

Ready to get crystal clear on your financial future?

Use the scheduler below to set up a free assessment and get a personalized recommendation to your financial planning strategy. This process helps potential clients make an educated and informed decision on if we are the right fit.

This is a no obligation call - we won't try to sell you on anything and you'll walk away with answers to the four biggest questions about retirement:

  1. Are you on track?

  2. Are you overpaying your taxes?

  3. Can your investment portfolio be improved?

  4. Can you eliminate or reduce threats to your retirement?

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Our Assessment Process

Our Assessment Process

  1. Phone Introduction

  1. Phone Introduction

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Neurosurgeon if you needed heart surgery.

If we aren’t a good fit, either way, you’ll leave the conversation with an action plan: we’ll gladly introduce you to a firm who may be better suited to your needs.

Free Financial Assessment Summary
  1. Initial Meeting

The goal of this meeting is to get crystal clear on your goals, intentions, and opportunities unique to your situation and circumstances. Before this meeting, we'll request a few important documents. This data will drive our analysis and result in a plain-English answer to the four critical questions from above.

Meet with a Financial Advisor
  1. Analysis

This is where the magic happens.We will apply 15+ years of experience, thousands of hours of training, studying, and mentoring by dedicated specialists to answer the following four critical questions:

  1. Are you on track to reach your long-term goals (e.g., Can you afford to retire? or Can you live a work-optional lifestyle?)

  2. Are you overpaying your taxes?

  3. Can your portfolio be improved?

  4. Can you eliminate, or at least reduce threats to your retirement?

Financial Planning Analysis
  1. Review Meeting

This is where the rubber meets the road.

With the analysis complete, we will have a second meeting to review the results.

In plain English, we will explain exactly what you need to do to pursue your financial goals. We will also answer the four critical questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm works to improve your finances.

At the end of this meeting, we will ask you if you would like to begin working with our firm or if you’d like to sleep on it.

Financial Planner Meeting
  1. Deliberate

We are looking for long-term client relationships, not a quick transaction.

To help you make a smart decision, you will want to answer these questions:

  1. Do I like, value, and respect the Sherman Private Wealth team?

  2. Do the benefits outweigh the cost?

  3. Do I understand and agree with their investment approach?

  4. Do their financial planning recommendations make sense?

  5. We will follow-up within a few days to determine how you would like to move forward.

Meeting with a Financial Advisor
  1. Getting Started Meeting

We are truly honored to be working with you. Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process.

Before this meeting, we will have sent you a detailed breakdown of this process and addressed any concerns.

Get Started Financial Planning

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?

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield, MI 48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield, MI 48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield, MI 48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth