Are You and Your Family On Track for a Secure Future?
The first step to building wealth and a life with less stress and fewer worries is getting control over your financial situation today.
Your WealthCare Tune-Up is similar to your annual medical check-up or car tune up.
We’ll look under the hood at every aspect of your finances using our WealthCare 13 Point Checklist. We’ll identify strengths and offer you ways to build on those strengths while protecting yourself from the risks of your particular situation (and there are ALWAYS risks).
For a low, flat fee you will get a complete “bumper- to- bumper” review and tune up of your current financial situation, answers to your questions, an understanding of the financial tools you already have and ideas on what your next steps might be.
WHAT YOU GET
- Dedicated but limited hours with your personal Money Coach and CERTIFIED FINANCIAL PLANNER™ professional.
- A complete review of your current financial situation.
- Optional ‘deep dive’ focus on one or more targeted specific issues.
- Limited reports.
- Reference notes or check lists.
- On-going support by email and phone through the year.
- Answers to your most pressing financial questions.
- Access to great resources including our web-based modeling and planning software.
We created Your WealthCare Tune-Up to provide you with access to the knowledge, experience and unbiased perspective of a CERTIFIED FINANCIAL PLANNER™ Professional – but at a reasonable cost and with no sales pitches, obligations or strings attached.
BENEFITS
When our meeting is over you will:
- Understand the basic elements of your personal financial situation including an understanding of each financial product you currently have.
- KNOW what you must do to achieve the things in life that are most important to you.
- Sleep better at night with less stress and fewer worries about money.
For many people, a WealthCare Tune-Up is all that is needed each year to stay on track financially. Many folks don’t need monthly meetings, an expensive leather binder or sales calls from someone every quarter.
You just need a trusted advisor (not a financial salesperson) to make sure everything is OK and to be available should something come up when you do need help.
Frequently Asked Questions
What Do I Need to Bring to the Meeting?
There are a number of documents you will need to gather and information that needs to be collected and entered into our secure, web-based financial planning software before our meeting. You will receive a letter explaining all the details. Expect to spend a couple hours getting your financial information together and organized.
Why Do You Charge a Fee? Why Not For Free?
We realize many investment firms will provide you with a “free” first meeting to get you to come in. Some may even offer a “free” financial plan which really only focuses on your investments. But then you have to wonder: “What do I have to buy? What products are they going to try to sell me? How are they getting paid for this?”
As in all professions or industries, you “get what you pay for” in the world of finance.
We offer practical advice at a fair price.
What Are You Going to Try to Sell Me?
Absolutely nothing. The purpose of this meeting is to accomplish a complete review of your current financial situation. We will also answer as many of your questions as we can in the two hours AND leave you with some financial planning tools you can use to get control over your money before it takes control of your life. For additional help, we bundle this program with our annual maintenance and email/phone support program (a value of at least $350 per year).
Information on Your Boston Money Coach – Steve Stanganelli, CFP®, CRPC®
Steve is a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary advisor with Clear View Wealth Advisors – an independent Registered Investment Advisory firm not affiliated with any Insurer, Broker/Dealer or Wirehouse. Steve is a member of the nation’s premier group of holistic, fee-for-service financial planners, the National Association of Personal Financial Advisors (www.NAPFA.org).
Steve has been helping clients make smarter money choices since 1999 as a financial advisor and as a banker before that.
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A Word About Fees and the Value of a Financial Planner
