Free Downshift Assessment
This simple process will help clarify your financial readiness for a downshift, as well as evaluate our services and make an informed decision about working together.
This 30 minute meeting is an opportunity for you to share who you are and provide some context around what you want to do.
In this 1 hour meeting, we’ll start the first two steps of the SHIFT Process. We’ll work together on rough drafting your financial plan and answer any questions you may have.
After your assessment is ready, we’ll hold a final 1 hour meeting to review the results. At the end of the meeting, we’ll ask you to sleep on it. You’ll leave with actionable steps leading closer to your vision of downshifting.
Bonus: Sleep on it!
No, seriously. You won’t be pressured to sign up at the end of the Assessment Review. We want you to make the right decision. If we think it’s a good fit, we’ll let you know. If not, we’ll help you find an advisor who is. NO BS.
Not quite ready to meet? That’s okay!
Snag a copy of our free guide and let’s keep in touch.
10 Questions You Should Ask Every “Financial Advisor”
Not sure who to trust? We get it. There are plenty of great advisors out there – and just as many wolves in sheep’s clothing. Let us pull back the curtain and reveal the best way to screen a financial advisor.
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