TransformingWealth Assessment

We want you to feel confident that TransformingWealth is the right fit for you and will therefore offer a limited engagement service with a simple pricing model. The TransformingWealth™ Assessment provides a financial assessment and the opportunity to experience our expertise and service with no surprise costs.

Whether our engagement extends beyond our TransformingWealth Assessment or not, you’ll receive:

  • Net worth statement
  • Detailed cash flow projection
  • Investment analysis
  • A high-level assessment reviewing taxes, estate planning, charitable planning, insurance, and cash flow.

Our compensation for a TransformingWealth Assessment is based upon your financial complexity: 

  • If your net worth is less than 5 million: $5,000;
  • If your net worth is between 5 and 25 million: $10,000; or
  • If your net worth is above 25 million: $25,000.

Schedule a complimentary TransformingWealth Preview Meeting 

A TransformingWealth Preview Meeting is a prerequisite of the TransformingWealth Assessment. This complimentary consultation will allow you to experience the power of TransformingWealth and help you to take control of your financial life. If at the conclusion of our meeting you want to move forward, we can begin the TransformingWealth Assessment.

Use our contact form or call (847) 441-5644; we will send you a questionnaire and schedule a meeting at one of our three offices (Wheaton, IL, Glenview, IL or Naples, FL).