Besides hosting Agile Finance Radio, I’m the founder of Denari Financial, a financial planning and investment management company for planning, preparing, or transitioning into retirement.

My firm is fee-only, which means we don’t receive commissions or have any hidden fees. We are a fiduciary firm, which means we are legally obligated to put our client’s interest first.  

THE A.G.I.L.E. RETIREMENT PROCESS

We start with a simple discovery process before you even pay a dime.

Why? To help you evaluate our services and the value we provide.

What do I get? A free retirement and tax assessment. We’ll show you how to improve your chances for success and lower your tax bill.

Who is it for? Individuals that have saved diligently and have accumulated over $300,000 in retirement and investment assets.

No Cost

See how we can help and the value we bring  before you commit your money.

Retirement Answers

You’ll get answers to the most common questions that are asked about retirement.

20 Minutes

A quick call starts it all. 

The A.G.I.L.E. Steps

STEP 1. – A Quick Call

Trust starts with the first conversation.

Before committing your time or ours, this 15-20 minute phone call will give us both a chance to make sure your situation matches our expertise.

If we aren’t a good fit we’ll gladly point you to a firm who is better suited to your needs.

STEP 2. – Get Together

The next step is to meet so we can get clarity on your goals, needs, and opportunities unique to your situation.

Before this meeting, we’ll ask you to gather some documents that will help guide our conversation.

STEP 3. – Internal Analysis

We will apply over two decades of experience, thousands of hours of training, studying, and mentoring to answer your questions.

  1. Am I in Retire Ready Shape?
  2. Are my investments in the right opportunities?
  3. How can I make my money last longer?

STEP 4. – List the Options

Once our analysis is complete, we’ll meet to discuss the results. We’ll show you in simple terms the next steps to take to reach your financial goals.

At the end of this meeting, we will ask you if you would like to begin working with our firm or if you would like to evaluate and think about it.

STEP 5. – Evaluate

Financial success is more about long-term partnerships and that’s what we want. Take as much time as you need to make a decision.

Consider the following questions as you evaluate your options:

  1. Do I like, trust, and respect the team at Denari?
  2. Are the benefits greater than the cost?
  3. Do I understand and agree with their investment philosophy?
  4. Do their recommendations make sense to me?

We’ll follow-up in a few days to determine next steps.

LET’S GO!

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.

Schedule Your Call Below

Step 1 – Schedule Your Introduction Call

Let’s get started! There’s no obligation and no cost to see if your situation matches our expertise.

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