You’ve Worked Hard to Build Your Wealth—Is Your Plan Keeping Up?
Discover How Smart, Tax-Efficient Planning Can Shape Your Financial Future
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:
Meeting Details:
Duration: 15-45 minutes
Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call
How to Schedule: Convenient online scheduling is preferred - Click Here to Schedule
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
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:
A list of your top financial questions or concerns
An overview of your financial goals
Complete your LEGACYSCULPT Profile
Schedule Your Complimentary Consult Today