YOUR FREE RETIREMENT ASSESSMENT
WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm.
WHAT: A free retirement & tax assessment. We will show you how to improve your retirement plan and reduce your tax bill before paying us a single dollar.
WHO: Diligent savers who have accumulated investment & retirement assets of $750,000 or more (excluding real estate).
No Cost or Obligation
3 Big Answers
You will finish with answers to the three biggest questions about retirement.
Before committing your time or ours, this 20 to 30-minute phone call will give us both a chance to get to know one another and make sure our expertise matches your situation.
If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.
First Meeting - Get Acquainted
Like a doctor, it's important to diagnose before we prescribe. The purpose of this meeting is to understand your goals, concerns, challenges and the opportunities that are unique to your financial situation.
Your answers to our questions, along with the documents we have requested will guide our analysis. The result will be plain-English answers to your most important questions.
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
Second Meeting - Analysis Review
During this meeting we will explain, in plain English, exactly what you can do to improve your retirement plan and build the wealth to support the life you desire and deserve. This is where you will see, in dollars and cents, exactly how our firm can improve your finances and assist you in building, growing, and preserving your wealth. At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to think about it.
Think About It
We are interested in forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so it’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to consider the following questions:
- Do I like/trust/respect the Catalyze team?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
If a smile comes across your face, you’ll know you can sleep comfortably knowing you have someone who’s genuinely and authentically committed to serving you well.
Third Meeting - Getting Started
We will transition you into our New Client Process and begin gathering any additional information necessary for us to begin serving you. Prior to this meeting, we will make sure that any additional questions have been answered to your satisfaction.
While we would love to work with you, if you get to any point in the process and decide that it’s not a good fit, we will wish you all the best and continued success. Translation: there will never be any pressure. That’s not the experience I would want for my family, and I wouldn’t wish that on you either.
Over the years Ryan noticed that even the smartest people make small mistakes and missed opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well coordinated, these mistakes ultimately cost them time, money, and stress.
To ensure you receive the most coordinated, holistic advice available, Ryan assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in your life, our coordinated insights can help you prepare and plan to keep more of your wealth over time.
Providing you with the most comprehensive, proactive advice available, not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools and organized, actionable advice you need to leverage your time and confidently pursue your life goals.
We also recognized that the current wealth mangement model is outdated, and the fees paid and services rendered reflect this outdated model. As we assembled a team to better serve you, we also commited to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.
You can learn more about the Catalyze team and the expertise we bring to your unique situation below.