The Sleep On It Process
To help you (and us) make an educated and informed decision about working together.
We want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
A no cost, no obligation two-meeting process starting with a 20 minute phone call.
The result is a customized financial assessment showing you step-by-step how you can improve your retirement success.
- Are you on track to reach your goals?
- How can you reduce your lifetime taxes?
- How can you improve your investment process?
Typical clients of Sherrill Wealth Management
Retired, or close to it
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
Looking for a trusted advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest that you visit letsmakeaplan.com to find a Certified Financial Planner near you.
Step 1: Initial Phone Meeting
A quick 20-minute phone call will give us both a chance to make sure our expertise matches your needs.
If we aren't the right financial planning firm to help you, we will happily point you to an appropriate firm that's better suited to your needs.
Step 2: Discovery Meeting
Like a doctor, it's important to diagnose before we prescribe.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to three critical questions.
Step 3: Our Analysis
We will apply over 20 years of experience, decades of Nobel-prize wining research, and thousands of hours of training to answer three critical questions for you:
- Are you on track to reach your long-term goals (e.g. retirement, or work-optional living)?
- How can your tax bill be reduced?
- How can your investments be improved?
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 achieve your financial goals, including the answers to the three questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Step 5: Sleep On It
We have been in business for more than 20 years. We don't rush clients to make a decision about working with us. Prior to deciding if we should work together, we will encourage you to "go home and sleep on it."
We want you to answer the following questions for yourself:
- Do I like/trust/respect the team at Sherrill Wealth Management?
- Will the benefits and value they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Did they answer all of my questions clearly and thoroughly?
We will call you the next day to follow up and answer any additional questions you may have.
If we decide it is a good fit, we will prepare our paperwork, and begin the financial planning process!
If you decide we are not a good fit, we will wish you all the best! We are not a hard sell and do not pressure clients!
Step 6: Get Started
During this meeting, we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting, we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
Schedule Your 20 minute Phone Call Today
This call will give us both a chance to make sure your situation matches our expertise. If we are not a good fit, we would like to help point you in the right direction.
Call us directly at 941-745-2201.