How Much Are
Fees Costing You
GET A COMPLIMENTARY FEE REVIEW
If you’ve ever wondered whether you’re paying too much in investment fees — you’re not alone.
Most investors don’t see the full impact fees have on their long-term results.
That’s why we start with a complimentary fee review.
It’s simple, no pressure way to get clarity before making any decisions.
HOW IT WORKS
1
IT BEGINS WITH A
CONVERSATION
It all begins with
a quick 15-minute call.
Ask us questions (and we will have some questions for you) and get an understanding of how we help.
2
YOUR PERSONALZIED
FEE REPORT
We’ll prepare a clear, easy-to-understand review showing what you’re currently paying in fees and how that impacts your long-term results -
in real dollars.​
3
YOU DECIDE
WHAT'S NEXTRS
Your Fee Review is yours to keep!
​
If you’d like help implementing changes, we’ll walk through
your options.
​
And if you ARE ready, we begin walk you through the next steps in getting your Financially Organized!
​
If not, no problem - there’s no pressure to move forward.
WHY START WITH A FEE REVIEW?
No Pressure. Just Clear Advice
Fees can really make a difference on your retirement.
​At the end of this process, take a moment to ask yourself: are you truly getting value for the fees you’re paying?
​
If you’d like to learn more, we’ll need to understand your situation better — and you’ll want to get to know us, too.
But rest assured, there’s never any hard sell
or pressure to “move forward.”
​
While fees should never be the only factor in your financial plan, it’s important to recognize that even
a small adjustment can make an enormous
difference in your retirement.
With a clear understanding of the details, you’ll be empowered to make more informed decisions - decisions that could mean tens of thousands, or even hundreds of thousands of dollars staying in your pocket over time.
SOME COMMON QUESTIONS
Is the fee review
really free?
Yes.
The fee review and intro call are completely complimentary, with no obligation to
move forward.
What do I need
to provide?
Typically, recent investment statements are enough.
We’ll let you know exactly what’s helpful ahead
of time.
Who is
this for?
This is ideal for anyone who wants a clearer understanding of their investment fees and
overall strategy.
What happens
after the review?
You decide. Some people move forward with planning or investment changes, while others simply use the information to better understand their situation.