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Thanks for scheduling your estate planning appointment with GenWealth. Most families put this off for years because it feels overwhelming — but you’ve already taken the hardest step by getting the conversation started.
Before we meet, we want to help you get organized so you feel confident walking into the room. These quick worksheets will guide you through the information that will help our team build a plan that honors your wishes and reflects what you’ve worked so hard to build.
The first time you meet with an advisor at GenWealth is likely to be different than any other interaction you’ve previously had with advisors. With us, it’s all about you. In this appointment, we work to figure out what true financial independence means to you – your hopes, dreams, and greatest fears when it comes to retirement. This will help us build a plan specifically for you! Another thing you should know: it’s completely free.
A guide specifically made to help you organize your financial information and help us make the most out of our first visit.
Download Here
Step-by-step directions on how you get a copy of your most recent Social Security statement.
Get Your Statement
After your first meeting, your advisor will prepare your personalized financial plan. During your second meeting, they’ll review your plan and any investment recommendations they have to help you work toward your financial goals. They’ll walk you through any fees associated with any investment accounts discussed, too, so you’ll have complete transparency through the process.
In your third appointment, you’ll meet with your advisor to review any updates or changes made to the plan discussed previously. This meeting may include signing paperwork, initiating transfers, etc.
During our meeting, your estate planning attorney will help you:
Clarify your long-term goals
Understand the tools available (trusts, POAs, guardianship instructions, etc.)
Identify blind spots you may not realize even exist
Establish the structure needed to ensure your intentions are carried out
You don’t have to have every answer ready — just complete what you can. We’ll walk through the rest together.
A Path through the forest
In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you!
Join us for this exclusive GenWealth Academy webinar