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

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. We value your time, and you won’t regret calling. This call will help us 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. If it sounds like we are not a good fit, we have the resources to guide you to the right firm or professional that can help.

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    Step 2 - Team Meeting

    During this in person or virtual meeting, we will explore your goals, priorities, concerns, and unique situation. We will share our financial planning and investment processes, answer any questions you have, and address 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?

    We will discuss what it looks like to partner with the Wealth Analytics team and determine if we are the right firm for you.

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    Step 3 - Review

    Who needs a third step? You have life to enjoy, and we are ready to get started on what’s important to you! You’re hiring us to do the work, be your financial mentor, and we’ll take it from here.

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.