What You’ll Get
Your 15-Minute Right FIT Call
In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations. Our expertise lies in identifying inefficiencies, collaborating to pinpoint areas that may hinder your financial progress, and establishing efficient habits.
Afterward, experience a simplified financial lens through our innovative Asset Map, providing comprehensive visibility to all your accounts on a single page. This tool offers a holistic view, allowing for better organization and management of your financial landscape.
Before the Call
Reflect on your financial goals and gather relevant information. This ensures a focused conversation during your Right FIT call, where we will delve into your unique needs.
During the Call
Engage in a collaborative discussion about your financial journey. We will explore your goals for retirement, discuss your accounts, assess how much you’ve saved so far, and next steps.
After the Call
We will create your unique Asset Map, providing clarity to your financial life on a single page. This will empower you to make informed decisions going forward, having a financial inventory at your fingertips.
Book Your Right Fit Call
Pick A Time That Works Best
Right FIT Specialist, Steven Fleuriet
Meet Steven, a dedicated candidate for CFP® certification. With a decade of experience in corporate risk and compliance, Steven is a valuable addition to our team, driven by a passion for financial efficiency. Steven recognizes the pivotal role that Right FIT calls play in transforming financial outlooks. Through these personalized consultations, Steven guides individuals to reflect on their unique goals, helping them envision a clear path to success.
