The Right Track Review©
We find that the most pressing question our currently on the minds of our financial planning clients is “Where am I in relation to achieving my goals?”
If you are concerned that recent events in the financial world have derailed your retirement or other plans, then we have the ideal program for you.
The Right Track Review© is a customized 2-hour real-time review of your current financial situation. During this time, we will:
- Assess your risk tolerance and compare it to your current portfolio allocation;
- Develop a clearly articulated investment policy that you can use as a benchmark to evaluate your current portfolio holdings;
- Provide a clear picture of your current position in relation to your dreams and goals.
Your investment in the Right Track Review© is $495.00, which includes one 2-hour session with Mary Brooks, CFP ™ follow-up phone calls/emails for the next 30 days to address issues covered during your Right Track Review© session with Mary, and a free subscription to my electronic newsletter, The Right Track.
The program will provide you with a clear picture of where you are on the path to your goals.
If you’re not sure whether the Right Track Review© is right for you or if you have any questions about the program, please be in touch.
If you’re ready to schedule your appointment for Right Track Review©, visit our Appointment Center to get started. After you schedule your review, you will be asked to prepare for the session by downloading a Confidential Questionnaire and Document List. The more completely you can assemble the required material, the better and more useful your review will be.
Upon confirmation of your appointment, you will also receive a Client Service Agreement for your review. We ask that you to read it carefully and bring it, along with any questions you have, to our meeting.
Please note that we can conduct your Right Track Review© locally in our offices in downtown Colorado Springs, or online via teleconference.
We look forward to helping you get you back on the right track!
