Introductory financial planning meeting for Castle Rock teachers

DISCOVER HOW WE CAN HELP YOU ACHIEVE YOUR FINANCIAL GOALS — IT ALL STARTS HERE

Welcome! Your first financial planning call with Eight Peaks Wealth Management is an exciting step toward achieving your financial goals.

Here’s what you can expect during our conversation:

Click Below to Complete the Prospect Information Form

1. Introductions and Getting to Know You

We’ll start with introductions to help us understand your financial journey and what brought you to us. This is your opportunity to share your:

  • Financial goals (e.g., retirement, saving for college, paying down debt)

  • Current financial concerns or questions

  • Values and priorities that guide your financial decisions

Meeting Details:

Duration: 15-25 minutes

Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call

How to Schedule: Convenient online scheduling is preferred - Click Here to Schedule

2. Overview of Our Approach

We’ll provide a brief overview of Eight Peaks Wealth Management’s approach to financial planning. Our process focuses on:

  • Comprehensive planning tailored to your unique situation

  • Transparency and education to empower you in your financial decisions

  • Building lasting relationships to support you throughout your financial journey

3. Discussing Our Services

We’ll explain how we can support you with personalized financial strategies, including:

  • Investment management

  • Tax-efficient planning

  • Retirement readiness

  • Education savings

  • Estate and legacy planning

4. Next Steps

If you decide to move forward, we’ll outline the next steps, including:

  • Scheduling a follow-up meeting for a deeper dive into your financial goals

  • Gathering additional financial information to create your personalized plan

  • Explaining our fee structure and service agreements

Preparing for the Call

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

Resources