A first meeting
Is ANCHORY® a fit?
The saving has been done. The deciding has not.
Most financial planning answers how much do I need. We answer what is the money actually for.
That question comes first here, before the projections, not after them.
What the first meeting isThe first meeting
What the first meeting is
Forty-five minutes. You bring the one question you most want answered. I send a short pre-read the night before.
Nothing is sold in it. Nothing has to be decided in it. There is no asset minimum to sit in it.
If this is not the right place for you, I will say so in that meeting, and say what would be better.
Working together
Where you would land
Two engagements. They are not a ladder.
FoundationThe architecture first, in your own words, then a plan that grows as the wealth does.FlagshipThe full practice for established wealth. A Life Anchor, a Deployment Plan, a monthly cadence, an annual re-anchoring. A limited number of new relationships each year.
You do not have to know which one. That is what the meeting decides.
The letter
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