Sleep On It

We have designed this process to give you (and us) a framework for making an educated and informed decision about working together.

Here are the highlights:

ZERO

cost or obligation

We want you to know exactly how we can help before you pay us a single dollar.

Four

key answers

You will finish with answers to the four BIG questions about retirement.

Step 1 – Initial Phone Meeting

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.

If we are not a good fit for each other, we will introduce you to a firm that is better suited to your needs.

Step 2 – First Office Meeting

The purpose of this meeting is to clarify your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we request, will guide our analysis, which will result in plain-English answers to four critical questions.

Step 3 – Our Analysis

This is where the magic happens!

We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:

Can you afford to retire?
Are you overpaying your taxes?
Can your portfolio be improved?
Can you eliminate, or at least reduce the threats to your retirement?

Step 4 – Second Office Meeting

This is where the proverbial rubber hits the road.

During this meeting we will explain what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.

Step 5 – Sleep On It

We have worked in this profession for over 20 years and are in no rush for you to make a decision. Prior to deciding whether we should work together, we encourage prospective clients to answer the following questions:

Do I like/trust/respect the team at Sipherd 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 6 – Third Meeting/Getting Started

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

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. We will never pressure you to say yes.

Meet The Team