Kick the tires on our firm.
VR Test Drive is ideal for prospective clients seeking more than a FREE discovery call.
See if our expertise matches with your needs.
Included is an investment portfolio analysis, tax review, and personal scorecard.
Finding the right retirement planning firm is often a daunting process. You of course want to steer clear of firms that push products you later realize aren’t right for you, but you also want to avoid financial advisors whose recommendations are of greater benefit to them—or their firm—than they are to you.
While we have you covered there, we want to make it even easier for prospective clients to engage with us moving forward.
This is precisely where VR Test Drive comes into play, giving you firsthand insight into the value of a CFP® professional who can thoroughly review your finances—including your investments and most recent tax return—with absolutely no obligation to continue beyond this initial engagement (although we hope you do!).
More specifically, VR Test Drive offers the following benefits:
Investment portfolio analysis
Our investment review includes identifying your risk score and delivering a comparison of your current investment allocation versus your ideal allocation—arming you with the knowledge you need to make changes, accordingly.
Tax-planning observations
We’ll analyze your most recent income tax return to identify potential tax-planning opportunities as they relate to your current situation. Some examples include tax-efficient investment recommendations, wealth-building strategies, and methods to maximize charitable giving.
Personal scorecard
This document provides a visual snapshot of your net worth and acts as a baseline to track your progress moving forward.
Pricing and Other Considerations
A one-time service fee of $295 is due upon engagement.
Should you choose to become a client within 30 days of receiving our recommendations, we’ll apply a $295 credit to the solution you select.
Note this credit only applies to our financial planning and tax preparation services.
See if our expertise matches with your needs.
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.