LET’S TALK ABOUT WHAT MATTERS MOST TO YOU AND YOUR FINANCIAL JOURNEY

Your second financial planning call with Eight Peaks Wealth Management is all about you and your goals.

Here’s what you can expect during our conversation:

Meeting Details:

Duration: 45-60 minutes

Location Options: Zoom, Google Meet, Microsoft Teams, In-Person or Phone Call

How to Schedule: Meeting will be scheduled during Introductory Call or the link will be emailed.

1. Introduction

  • Understand your motivations for seeking a financial advisor and your expectations from the partnership.

  • Share your past experiences with advisors, highlighting what you liked most and least.

2. Money Mindset

  • Reflect on your earliest money memories and your financial situation growing up.

  • Describe your current relationship with money and pressing financial concerns.

  • Discuss nonfinancial objectives and any professional relationships with CPAs or attorneys.

3. Lifestyle

  • Share your passions, hobbies, and what you love about your work.

  • Discuss your relaxation methods, future aspirations, and top priorities for the upcoming years.

4. Family

  • Talk about your partner, children, and family values.

  • Discuss financial responsibilities and how they might change.

  • Envision your ideal life without constraints and identify any obstacles.

5. Health

  • Mention any health concerns and current health directives.

  • Share your thoughts on future health directives and fears about aging.

6. Philanthropy

  • Highlight any special interest groups you support and your family’s history of philanthropy.

  • Discuss the importance of community connection and preferred causes for future contributions.

7. Retirement & Legacy

  • Reflect on your greatest life achievements and confidence in financial longevity.

  • Share your retirement plans and concerns, and discuss potential changes needed to meet your goals.

  • Outline your plan for your assets posthumously.

8. Next Steps

  • Confirm pricing

  • Confirm engagement intentions

  • Send required documents

Preparing for the Call

To make the most of our time together, consider completing the following: