Your Complimentary Family Assessment

A protection-first approach to building real financial confidence.

A 3-step discovery process to understand your values, goals, and financial position—so you can protect what matters and grow with clarity.

The 3-Step Discovery Process

We’ll explore what’s important to your family, walk through our philosophy, and identify any blind spots.

We’ll summarize what you shared, identify potential priorities, and show you a simple framework we use to help families succeed.

You’ll walk away with clarity and decide whether our process fits your needs. No pressure, just perspective.

Is this a sales meeting?

Nope. It’s a discovery conversation to see if our values align. No pressure, just perspective.

Do you charge for the Family Assessment?

No, the Family Assessment is complimentary. It’s designed to help you explore your values, financial priorities, and blind spots—with no obligation.

What if we’re not sure we’re ready to invest?

That’s okay—this is a conversation, not a commitment. Many families start here just to get clarity.

Do you work with people who already have an advisor?

Yes, often. Our values-based approach can complement or help you re-evaluate your current setup.

What makes your approach different?

We start with process and education, not products. Our goal is long-term financial clarity, not quick fixes.

What does “protection-first” actually mean?

It means we focus first on taking steps to safeguard your family from financial risk before we focus on investing or cash flow.

Take 5 minutes to get a personalized scorecard and see how you're doing in key areas: protection, savings, debt, and more.👇