28411 Northwestern Highway
We want to ensure your situation matches our expertise.
After all, you wouldn't see a Neurosurgeon if you needed heart surgery!
The goal of this meeting is to get crystal clear on your goals, intentions, challenges, and opportunities unique to your situation and circumstances. We want to know exactly how we can help before you pay.
You will finish with answers to the four biggest questions about retirement:
1. Are you on track to reach your long-term goals?
2. Are you overpaying your taxes?
3. Can your portfolio be improved?
4.Can you eliminate, or at least reduce threats to your retirement?
SCHEDULE YOUR CALL
Sherman Private Wealth is an independent financial services and investment planning firm specializing in supporting professionals and those 5-7 years from retirement. With over 20 years' experience in the banking and financial industry we have developed and refined a process that helps our clients gain confidence and clarity in their financial future by seeking to put all the pieces of the financial puzzle together. Our 360˚ view of your financial world can help improve overall performance, minimize the impact of debt and taxes and enhance your lifestyle.
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Neurosurgeon if you needed heart surgery.
If we aren’t a good fit, either way, you’ll leave the conversation with an action plan: we’ll gladly introduce you to a firm who may be better suited to your needs.
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get crystal clear on your goals, intentions, challenges, and opportunities unique to your situation and circumstances.
Before this meeting, we will request a few important documents. This data will drive our analysis and result in plain-English answers to the four critical questions.
This is where the magic happens.
We will apply 15+ years of experience, thousands of hours of training, studying, and mentoring by dedicated specialists to answer the following four critical questions:
This is where the rubber meets the road.
With the analysis complete, we will have a second meeting to review the results.
In plain English, we will explain exactly what you need to do to pursue your financial goals. We will also answer the four critical questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm works to improve your finances.
At the end of this meeting, we will ask you if you would like to begin working with our firm or if you’d like to sleep on it.
We are looking for long-term client relationships, not a quick transaction.
To help you make a smart decision, you will want to answer these questions:
We will follow-up within a few days to determine how you would like to move forward.
We are truly honored to be working with you. Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process.
Before this meeting, we will have sent you a detailed breakdown of this process and addressed any concerns.
You can sign up for our monthly e-newsletters which includes hand-picked financial planning articles to help you make good decisions with your money. Our blog is a great resource for you, too.
You can also call our direct line at (248) 805-1123 if you just have a few questions for us.