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.

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.

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?

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!