How To Get Started

Since the beginning, we have intentionally focused on building our practice around high-quality engagement with our clients. Our team spends a large amount of time working on our clients’ financial goals and making sure you stay on track. We have only two criteria for those who want to work with us:

    1. You have near $750,000, or more, to invest.
    2. You are seeking a team of financial professionals that have the skill, will, and time to do the work for you, so you can enjoy peace of mind in retirement.

Below is our three-step process to get to know us and to open accounts for planning and investments.

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    Step 1 - Schedule An Intro Phone Call

    The first step is to schedule a free 30-minute call on our calendar below. This call helps us to get to know one another, understand the questions you have, and make sure your situation matches our expertise. If it seems like we could be a good fit, we will move on to step #2.

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    Step 2 - Team Meeting

    The goal of this meeting is to get perfectly clear on your goals, concerns, and unique situation. We will discuss our financial planning and investment process, answer any questions you have, as well as address some important topics such as:

    • Are you on track to retire?
    • How can you create retirement income from your investments and savings?
    • Can your investment strategy be improved?
    • Can your taxes be reduced in retirement?
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    Step 3 - Review

    At the end of this meeting, we will discuss what it looks like to partner with the Wealth Analytics team. We will review the process of becoming a client as well as the next steps if you choose to take them. No matter what, you will be given time to think about it and make sure we are the right firm for you.

Our Office

Our Hours

  • Monday 7:00am - 4:00pm
  • Tuesday 7:00am - 4:00pm
  • Wednesday 7:00am - 4:00pm
  • Thursday 7:00am - 4:00pm
  • Friday 7:00am - 4:00pm
  • Saturday Closed
  • Sunday Closed

Get Started

With our fee-only financial planners.