It begins with a conversation.

If you’re retired (or close to it), our complimentary Process will provide you with answers to three important questions:

  1. Are you on track to reach your retirement goals?
  2. How can your tax bill be reduced?
  3. How can your investments be improved?


 

STEP 1:  Schedule Phone Call

A 15-minute conversation will give us both a chance to make sure our experience matches your needs. 

If by chance we aren't the right financial planning firm to help you, we will happily point you to an appropriate firm that's better suited to your needs.

 

STEP 2: Discovery Meeting

Like a doctor, it's important to diagnose before we prescribe.

During this meeting we will get perfectly clear on your goals, concerns, and unique financial situation.

 

STEP 3: Our Assessment

In this meeting we will review our assessment with you. In Plain English we will answer the three critical questions for you:

  1. Are you on track to reach your retirement goals?
  2. How can your tax bill be reduced?
  3. How can your investments be improved?

 

STEP 4: SLEEP ON IT

We are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the team at Sherrill Wealth Management?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

 

STEP 5: Questions/ Paperwork

During this meeting we will answer any questions you may still have and if you are ready, start the paperwork to become a client.