The On-The-Spot check-up

first aid kit

Think of theOn-The-Spot check-up as a the financial equivalent to a visit to your primary-care doctor for a regular check-up. You'll come in with all the information you can gather - we'll provide you with a document list and some forms to fill in before-hand. We'll spend an hour-and-a-half to two hours together reviewing all of your information and discussing your situation and your goals in detail. You'll leave some of those materials with us, and we'll prepare a brief report reviewing what we discussed, highlighting strengths and weaknesses, and including high-level estimates, graphs and projections will be provided as necessary to help illustrate the discussion. When appropriate, we will recommend additional services such as portfolio construction and rebalancing or for you to see other professionals such as an accountant or attorney.

The On-The-Spot check-up includes

  • one meeting to review all your materials together, discuss your situation
  • a written report
  • follow-up support by e-mail for 30 days from delivery of the report
Meyers Wealth Management, where our goal is to help you achieve your goals
550 Hamilton Ave, Ste 210 • Palo Alto, California 94301 • • 1-800-993-2994
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David S. Meyers, CFP 2014