Chart your course, start here!
I’m super passionate about what I do and that means being valuable in every conversation. I want to make it easy for you to decide if you want to work with me.
In this complimentary consultation, we see what you’ve already accomplished, spot challenges, and look for opportunities. We’ll begin to map out a plan of action for you before you pay anything at all!
My clients are open to suggestions and delegate because they’re busy creating change and progress in their communities, maximizing time spent with family, or creating new experiences. They desire a long-term relationship with an advisor that will continuously suggest ways they can make their money align with their aspirations.
THIS IS EXACTLY WHAT TO EXPECT
This phone call or video meeting allows us both to share a little bit about ourselves free of pressure to commit to anything. You can share about what you’re seeking, and I can determine if what I offer fits that.
It’s just that; an opportunity for us both to see if what you need and what I do are compatible. If I’m not the right advisor for the job, I’ll refer you to someone excellent that I think is perfect for you.
Ahead of this meeting I’m going to send you three (3) short documents with the sole purposes of making the most of your time and setting you up for success.
#1 – 10 Questions you should ask any advisor you interview, as well as, my answers.
#2 – A description of the whole planning process and the investment, so you’ll immediately know the journey and the cost upfront.
#3 – A simple questionnaire that takes less than two minutes to complete. This takes a snapshot of your household, how you feel about your work on your finances thus far, and the transitions you face.
The outcome of our conversation is you’ve had an opportunity to experience my style to decide if it’s right for you, and, no matter what, you’ll leave with my observations, recommended priorities, and simple actions you can implement even without my help!
Take some time to digest our conversation and ask some questions:
- ) Do I like the process, do I like and trust Greg, and do I feel heard?
- ) Is the value or return-on-investment clear to me? Is the return greater than the cost?
- ) Does Ahead Full wealth philosophies and recommendations make sense to me?
- ) Did I forget to ask anything?
I’ll follow up in a few days to ask if you had additional questions and if you think we’re a good fit together. If not, I will gladly introduce you to another planner so you don’t have to go it alone.
I’m beyond excited to welcome you aboard and looking forward to our first meeting!
Before we sit down to the drawing board, I will detail the exact steps we’ll take to get you setup and organized again, and make sure all of your questions are answered.
Here’s my vision and goals: I’m going to lift the weight off your shoulders; Your confidence will grow; You’re going to feel good because I’m compelled to add value in every conversation.