Wealth Rx™   

The Diagnosis Meeting is the first step in obtaining increased confidence about your financial future. During this one hour step, we will begin the process of determining what you are seeking and if we are the right people to get you there.

• Review Risk Tolerances - Understanding the New Longevity (How long do you think your retirement horizon will be?)

• Establish and Prioritize Goals - Portfolio vs. Plan (What are your goals and resources?)

• Client Expectations - (What should we expect from each other?)