GET STARTED - Sweven Wealth
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SwevenWealth010

Getting Started

Are you ready to achieve your financial goals?

If you answered yes, let’s begin with a complimentary review to determine if we can provide value to you.
In order to schedule a review, please first (fill out a questionnaire) so that we can get a better idea of your goals and concerns as well as your current financial lifestyle.

 

Following completion of the questionnaire, we’ll schedule a 20-minute discovery call to discuss areas of inefficiency and target how we can help you get where you want to be. If we believe we can provide value to you and your financial goals, an estimate of services will be included.

 

The best-case scenario is that Sweven Wealth cannot add any value because your financial life is in order. If not, we’ll give you an idea of where you could possibly be and how you might get there. Essentially, you’re getting a free checkup of your financial health.

 

From there, new clients will receive a custom strategy. The objectives of your personalized strategy will seek to maximize efficiency and educate you as to the reasoning behind the structuring we suggest.

One day or Day one.
You decide.