Once you sign up for your audit, you will receive an email with link to the questionnaire about your financial situation, goals, and challenges. The more thorough and detailed your responses, the more insightful and accurate my assessment will be. 

After receiving your submission, I will review the information you provided on key retirement areas: financial clarity now and in retirement, your desired retirement lifestyle, and opportunities to make a positive impact. 

You will also receive tips on how to improve your current financial situation, the best ways to improve your savings and pay down debt, and any other advice that is relevant to your situation.

Within 72 hours during business days (Monday-Friday), you'll receive a personalized video along with supporting documentation that outlines gaps and areas for focus.