Peace of Mind Wealth Management Process

Are you considering taking that complimentary call and possibly working with us? Here at Peace of Mind, we have a well-curated system from the first meeting we have with a potential client to the actual job of managing their financial retirement plan.In this episode of the Secure Your Retirement podcast, we take you through our process and the four steps to secure your retirement. Listen in to learn how we conduct a risk assessment on your investments, plus come up with an active retirement financial plan for you.In this episode, find out:●     Personalized introduction meeting – a no-obligation meeting checking where you are and if we’re potentially a good fit.●     The two reasons why we might think you’re not a good fit for us on the first meeting.●     Personalized planning meeting – putting your information together into a retirement focus financial plan.●     Things that go into a risk assessment that we conduct during our second meeting.●     The advantageous aspects of the complimentary personalized planning meeting.●     Personalized options review – walking you through all the options as to how we can start a working relationship.●     Personalized monitoring – an ongoing process of actively managing your money accounts and financial plan.Tweetable Quotes:●     “We have a process/ system, you either like, or you don’t like it we’re comfortable with that.”- Radon Stancil●     “If you have investments, we’re going to take a look at what your investments are and essentially do a score as to how risky they are.” - Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.