YOUR PROSPERITY MEETING, ON YOUR TERMS
Choose Your Agenda (when you book)
Anything on your mind. Popular client favorites include:
- Build or update your Wealth Blueprint (map goals, priorities,
milestones). May involve a fee—we’ll confirm before any work begins. - Annual Performance Review (what is driving results?).
1. Investments only 2. Insurance only 3. Investments and Insurance - Retirement income strategy check-up (timing & options).
- Year-end tax & charitable giving plans (optimize before Dec 31).
- Estate & inheritance check-up (new rules/limits, beneficiaries, gifting).
- Risk management / insurance / long-term care & disability needs.
- Medicare & Social Security planning (timing, choices, recent changes).
- Can I sell my life insurance policy? (Life settlement value analysis).
- Business owner needs (succession, comp/benefits, buy-s, licensing).
- Other – tell us what you’d like to cover: _____________________________
Watch our most recent market update when you want. Then book a 60-minute meeting focused on your priorities.
— FAQs —
I’d rather not book online. Can you help me schedule?
Absolutely. Call us at 949-855-4337 and we’ll take care of you.
Do I need to watch the video first?
No. It’s there if you want the latest market/economic view before we meet.
How often can I meet?
As often as you need. Book when something’s on your mind—we’ll be here.
Will I be charged for a Wealth Blueprint update?
Sometimes. If an update makes sense, we’ll confirm scope and any fee with you before beginning work.