“The secret of getting ahead is getting started.”
– Mark Twain
It’s a four step approach and includes the 20 must answer questions for peace of mind in retirement. Few people can successfully answer “yes” to all, or even a majority of these questions the first time they see or hear them. The goal is to get you to the point where you can answer “yes” to every one of them. The answers to these questions are critical for your success.
This four step approach lays the groundwork for a prosperous investment strategy to meet your personal needs, your goals, and your vision, whatever that may be.
Prosperous investing and peace of mind, is all about understanding your needs, your goals, and your vision. So you can have the retirement you envision.
Your vision comes first and it’s the only vision that matters!
You will receive by e-mail, The Introduction To Prosperous Investing, that includes a short first appointment questionnaire to learn how you envision retirement, what’s important about money to you, and most importantly, what the number one thing is you would want to talk about to feel your time was well spent. Your vision is the number one priority. The first appointment typically last 30-45 minutes.
Based on your vision, a short agenda will be prepared for your meeting. An example of that agenda may look like this:
You may also be wondering how much your first appointment will cost. The answer is nothing. This is a complimentary consultation.
If what has been described above does not sound like what you are looking for, there is no need to schedule an appointment.
To schedule your first appointment simply use the form below, or call 801-545-0696.
Over the past 25 years Mark has developed and refined a process called The Introduction To Prosperous Investing. It’s a four step approach that lays the groundwork for a prosperous investment strategy to meet your personal needs, your goals, and your vision, whatever that may be.
When you schedule your appointment, you will receive an e-mail with
The Introduction To Prosperous Investing
To schedule your first appointment simply use the form below, or call 801-545-0696
“The secret of getting ahead is getting started.”
– Mark Twain
© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, fee-only, Registered Investment Advisory firm.