Is Sherrill Wealth Management the right firm for you?
Value Delivered Before You Invest a Single Dollar
Our goal for this process is to demonstrate, in plain English, how we can serve you in helping you make the most out of your life with the wealth you have and how we bring simplicity, clarity, and confidence to an otherwise confusing, complicated, and intimidating subject: money.
There is no charge for this process - we want you to see exactly how we can serve you and improve upon the plan that you already have in place before you agree to pay us a penny. In addition, candidly, we also use this process to makes sure you are a good fit for our firm before we agree to work with you as our goal is to have this be the "last first conversation" you ever have with an advisory firm.
Step 1 - Initial Phone Meeting
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 Podiatrist if you needed heart surgery.
If we aren't a good fit, either way you'll leave the conversation with an action plan.
Step 2 – Discovery Meeting
Prescription without evaluation and diagnosis is malpractice
The goal of this meeting is to get perfectly clear on your goals. intentions, challenges, and opportunities unique to your situation and circumstances.
Your answers to our questions, along with the documents we requested you to bring to the meeting, will help guide our analysis, which will result in plain-English answers to a number of critical questions.
Step 3 - Our Analysis
This is where the magic happens
We will apply over 2 decades of experience, thousands of hours of training, studying and mentoring by the professions' top experts, and expertise as a CFP® Professional to answer the following questions:
- Can you afford to retire?
- Are you overpaying your taxes?
- Can your portfolio be improved?
- Can you eliminate, or at least reduce threats to your retirement?
Step 4 - Second Meeting
This is where the proverbial rubber hits the road
During this meeting we will explain, in plain English, exactly what you need to do to pursue your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
Step 5 - Sleep On It
Having been in business for more than 23 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like/trust/respect the team at Sherrill Wealth Management?
- Will the value they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
Step 6 - Get Started Meeting
During this meeting, we will transition into our New Client Process and begin gathering additional information from you that will be necessary for us to begin serving you. Prior to this meeting, we will make sure that any additional questions have been answered to your satisfaction.
*While we would love to work with you, if you get to any point in the process and decide that it's not a good fit, we will wish you all of the best and continued success. Translation: there will never be a hard sell. That's not the experience I would want for my family and I wouldn't wish that on you either.
If this process makes sense to you, understand our Fiduciary Commitment