Located in Santa Rosa, CA  ♦  (707) 899-1010  ♦   info@swadwealth.com

The RETIREMENT CLARITY Process™

Step 1 - Introductory Phone Meeting

We start with a 15-minute call to talk about what’s on your mind. I’ll share a little about our process, and I’ll be sure to answer your questions.

If our process makes sense for you, we will continue to Step 2.

Step 2 - Questionnaire

We will send you a multiple-choice questionnaire that will take you no more than 5 minutes to complete.

This questionnaire will help us understand your current situation and what you hope to get by working with a wealth management firm.

Your answers will allow us to custom-tailor your education in Step 3.

Step 3 - Your 30-Minute Personalized Education

You might have lots of questions about working with us or an advisor in general.

Over the next week or so, you will receive a series of “bite-sized” emails and videos that will provide you with what you need to know so you can make a smart decision.

You will learn about the problems our clients typically face and possible solutions.

You’ll also be provided with answers to questions that people normally ask and answers to questions you might have.

After receiving your personalized education, whether or not you decide to partner with us, you’ll feel confident because you’ll learn about things you should be considering as you plan for your future.

Sign up for Our Free Retirement Guide!

Subscribe to our email list, and I’ll email you stories, tips, checklists, and more. Initially, you will get daily email for 14 days, and then weekly thereafter. If you can’t handle the initial daily emails, DO NOT SUBSCRIBE.

Sometimes the emails contain amazing tips or checklists. Other times, they are stories about me or people I know. Either way, I must be doing something right because people that are thinking about retirement seem to love them.

And when you subscribe, I’ll give you a PDF guide called “15 Retirement Planning Tips For People Age 50+” for free, which is packed with 45 pages of retirement ideas to help you make the most of your wealth and life.

 

(707) 899-1010 ♦ info@swadwealth.com
100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
Hours: Monday through Friday, 9:00 AM to 6:00 PM PST (Office Hours by Appointment Only)
© 2022 SWAD WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.