financial review consultation
Get 1:1 customized, actionable advice from a CFP® Professional
This meeting is meant to provide actionable advice from a CFP® Professional to make sure your plan is on track. No ongoing commitment, just advice focused on answering your most pressing questions. During this call, your CFP® Professional from the Defining Wealth team will identify recommended adjustments and opportunities in your plan based on the information and questions you send over. Our goal is to provide you with additional clarity on where you stand, so you can feel more confident with your finances.
What to Expect
A 1-hour session to discuss your questions with a CFP® Professional.
What You’re Getting
- Review of your documents (up to 10)
- 1-hour meeting
- Executive summary (3-5 business days after)
How it works
1
Schedule your session using the booking link below
2
Submit 3–5 key questions you’d like us to focus on
4
Meet with your CFP® Professional for the 1-hour conversation
5
Receive your executive summary within 3–5 business days
*Please note, if you do not upload your documents prior to the meeting we will have to review them during our one hour call.
Disclosure
By signing up for this hour, you acknowledge that you have read and agreed to our Terms and Conditions including Form ADV & Privacy Policy.