Services - Free Financial Report
The Financial Check-Up report was created to help you organize and manage important financial planning decisions simply and effectively. It helps answer the "How are we doing financially?" and "Will we be OK at retirement?" questions.
When we receive your questionnaire, we will prepare a FREE Financial Check-Up report specifically for you. Your report will provide a concise review of your finances and help you identify areas that are important to you.
What's the catch? Nobody gives away something like this for free.
Our FREE Financial Check-Up report is a great way for us to introduce our services to someone who wants to "kick the tires" and get a sampling of the type of work we are known for. There is no obligation, other than your time. What we anticipate is if you are pleased with the report we present to you, that you will consider becoming a new client.
Do not make this a chore. If you get stuck on any one question, just give us an estimate if you are not sure. We can easily update your report at a later time. Once we receive your completed questionnaire, it will take us about a week to prepare your report. While preparing your report, we may call or you email you if we need further clarification.
Our focus will be on answering your retirement, investment and any other financial questions you may have. As soon as your report is complete, we will contact you to arrange a convenient time to personally review it with you.
We invite you to take a few minutes and answer the questions in the Financial Check-Up questionnaire. We look forward to showing you the quality of the work we can do.
Thank you,
Neil Supraner, CFP®