Over the course of 1-2 months, we will meet* 2-3 times to take a deep-dive into your current situation, both short- and long-term goals, and address the areas of concern that keep you up at night. We’ll ask you to provide your information before we meet so that we can thoroughly analyze your current situation. This will allow for a productive first meeting where we will go over our findings and provide options and suggestions to help address any risks or vulnerabilities that may be preventing you from reaching your goals. Since taxes can be a huge erosion factor, we will also look at any possibilities for advanced tax planning that may be beneficial to you. Together, we’ll create a customized strategy to help you reach your goals that is as tax-efficient and diversified as possible and help you execute whatever needs to be initiated today and devise a plan to implement any remaining recommendations over time. You will receive a written summary of your plan after all meetings have been held.
*Meetings are either held in person or virtually, depending on your location. All Nash-Ups include an annual check-in meeting.
Nash-Up Your Life - Platinum
Once payment is received, we will email you to schedule (1) an information-gathering introductory call and (2) your first planning meeting for a date in the future, so that we can analyze your information ahead of time.
No refunds. The first meeting must take place within one year from the date of purchase. Purchases are transferable to another party within one year from purchase, with prior notification. You are responsible for collecting any reimbursement from the other party.