It begins with a conversation.
If you’re retired (or close to it), our process will provide you with answers to three important questions:
- Are you on track financially to reach your retirement goals?
- How can your retirement tax bill be reduced?
- How can your investments be improved?
STEP 1: Schedule Phone Call
A 15-minute phone conversation will give us both a chance to make sure our expertise 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 hour long, in-person 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 following questions for you:
- Are you on track to reach your retirement goals?
- How can your retirement tax bill be reduced?
- 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, we suggest you think over the following:
- 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.
We consider it an extreme honor to be able to walk beside and advise our clients during their retirement years and hope to be able to welcome you to the Sherrill Wealth Family!
Schedule your 15-minute call through the calendar below or call our office directly at 941-745-2201.
