Peace of Mind Wealth Management Process
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Are you considering taking that complimentary call and possibly working with us? Here at Peace of Mind, we have a well-curated system from the first meeting we have with a potential client to the actual job of managing their financial retirement plan.
In this episode of the Secure Your Retirement podcast, we take you through our process and the four steps to secure your retirement. Listen in to learn how we conduct a risk assessment on your investments, plus come up with an active retirement financial plan for you.
In this episode, find out:
\\u25cf Personalized introduction meeting \\u2013 a no-obligation meeting checking where you are and if we\\u2019re potentially a good fit.
\\u25cf The two reasons why we might think you\\u2019re not a good fit for us on the first meeting.
\\u25cf Personalized planning meeting \\u2013 putting your information together into a retirement focus financial plan.
\\u25cf Things that go into a risk assessment that we conduct during our second meeting.
\\u25cf The advantageous aspects of the complimentary personalized planning meeting.
\\u25cf Personalized options review \\u2013 walking you through all the options as to how we can start a working relationship.
\\u25cf Personalized monitoring \\u2013 an ongoing process of actively managing your money accounts and financial plan.
Tweetable Quotes:
\\u25cf \\u201cWe have a process/ system, you either like, or you don\\u2019t like it we\\u2019re comfortable with that.\\u201d- Radon Stancil
\\u25cf \\u201cIf you have investments, we\\u2019re going to take a look at what your investments are and essentially do a score as to how risky they are.\\u201d - Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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