Business Consultation

FREE CONSULTATION

EASY AS 1-2-3

Our 3-step retirement consultation process is designed to put your retirement concerns at ease and help you determine if we'll be a good fit as your financial advisor.

STEP - ONE-UP ASSESSMENT

Once we have a clear understanding of your goals and objectives, we'll review your investments, your tax return and any other relevant data pertaining to your retirement.

STEP 3 - REVIEW ASSESSMENT

Finally, we'll schedule a follow-up meeting to review the results of our assessment and provide actionable retirement recommendations.

NEXT STEPS

Hiring a financial advisor is an important decision. As such, we ask that you take your time in considering your options before hiring anyone, including One-Up Financial.

 

We understand the world of finance can be confusing and want you to know our door is always open to answer questions that may arise after the review assessment meeting.

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OUR PROMISE TO YOU

Address your most pressing financial concerns

Identify ways to improve your finances

Offer actionable retirement recommendations