At Your Money Matters, we hold ourselves accountable to two very important principles – which we believe you should demand from any financial services professional:
When it comes to important financial decisions, most people agree it makes sense to seek a professional second opinion. Our company has made this easy because there are no costs or fees for any of our meetings and time together.
So whether you have an existing Financial or Retirement Advisor, or whether you manage your finances on your own, we strongly encourage you to take advantage of our offer for a second opinion.
For Over 25 Years We’ve Used This Simple 3-Step Process:
- Review What You Have – Help you understand the complete details of exactly what you are doing today.
- Explain Your Options – Take the time necessary to fully educate you on all other options you may have.
- Offer Recommendations – Provide you with our recommendations for improvement.
What are Our Fees?
There are no costs or fees for our complimentary consultations, regardless of the amount of time or number of meetings.*
How Many Meetings?
We usually accomplish everything in two meetings. Our first meeting is simply getting to know each other. Our second meeting includes reviewing your current details, discussing any other options that make sense, and providing our recommendations.
How Long is Each Meeting?
Each meeting lasts approximately one hour.
What is Required on Your Part?
Your only requirement for a complimentary review is time, and we are fully confident this will be time well-spent.
What Happens Next?
You take things home and think about it. So don’t plan on bringing your checkbook, making any decisions, or signing any paperwork. Your next step is reviewing what we recommend and proving and verifying their accuracy.
You Choose Among Three Options:
1. All of our recommendations. 2. Some of our recommendations. 3. None of our recommendations.
It’s Not What You Make, But What You Keep…
When it comes to wealth management, most people view the primary role of an investment professional is to invest and grow your money. Although we understand growing your money is extremely important, we also believe that 90% of our job is helping you avoid large losses.