WE LOOK FORWARD TO STARTING THE CONVERSATION TO HELP YOU ACHIEVE YOUR FINANCIAL OBJECTIVES AND BUILD YOUR LEGACY.
TO START, PLEASE FILL OUT YOUR PREFERRED CONTACT INFO BELOW AND A MEMBER OF OUR TEAM WILL REACH OUT AS SOON AS POSSIBLE.
WHAT TO EXPECT
Learning the values that shape your decisions and priorities. Share our philosophy, process, & team members. Determine if there is a “fit.”
Discuss your specific goals and objectives. We will build a balance sheet & cash flow model that will serve as the driver of any planning or investment recommendation.”
We will refine the cash flow model and review various scenarios to illustrate how to accomplish your unique objectives. Evaluate investment options that correlate to your specific preferences.
We will ask you to hire Creative Investments as your Wealth Management Team. We’ll facilitate the transfer of assets, ensuring every transition is as tax-efficient as possible. Set up online access and verify your paperless preferences for statements.
Our client review process typically consists of quarterly calls and two in-person reviews each year. We will make updates to your plan as it evolves.