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how we can help

Choosing the right financial advisor for your unique needs is not a decision you should make lightly. We want you to make an informed and educated decision as you evaluate us and other firms.


The  framework below is designed to give you confidence and clarity as you find the best possible fit for you and your family.

Step 1 

Schedule a 30-minute, introductory phone call

This will give us an opportunity to ensure our expertise matches your needs and what you're looking for.

The purpose of this phone call is to become perfectly clear on your goals, concerns, and unique financial circumstances.

If we aren't the right fit for you, we're more than happy to help you find a firm better suited for your needs.

Step 2

First Meeting

This is a 90-minute meeting in our office, your home, or on a video conference (your choice).

Before this meeting, we will request a few important documents that will help us facilitate an effective and meaningful conversation.

During our time together, we'll spend time answering questions like:

  1. Am I on track to meet my long-term objectives?

  2. How can I improve my investments?

  3. How can I reduce my tax bill?

After this meeting, you'll be able to see how our firm can provide direct and tangible value to you and your family.

Step 3

Think about It

Choosing a financial advisor you trust and respect is not a decision you should make lightly. It's an impactful decision and we hope you'll take as much time as you need to decide whether you'd like to work with us.

Before deciding, we hope you've thought through the following questions:

  1. Do I trust and respect Inspire Wealth Partners?

  2. Do I understand their recommendations and do they make sense to me?

  3. Do I understand and embrace their investment philosophy?

  4. Will they provide value over and above their cost?

Step 4

Let's Get Started

We're thrilled and honored to begin working with you!

We'll want to regroup over the phone or in-person to answer any additional questions and set expectations for onboarding you as a new client.


Here we go!

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