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Meritage Wealth Management - Our Approach
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Our Process

If you’re in or nearing retirement, scheduling an initial consultation with Laryssa Freeman is the first step toward clarity and confidence for your financial future. This one-hour consultation is designed for individuals who are a good fit for our firm and are looking for a trusted partner to guide them through retirement.

By the end of the consultation, you’ll have the information you need to make an educated and informed decision about working together. You’ll also receive a personalized summary document answering three essential questions:

1. Will my assets support my lifestyle throughout retirement?
2. How can I reduce my lifetime tax bill?
3. What strategies can I implement now to protect my wealth?

Take the first step toward a more secure retirement—schedule your consultation today.

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Schedule Your Initial Consultation here

The first step toward organizing your financial life is scheduling an Initial Consultation. Before scheduling, please review our Initial Consultation Agreement here. There is a $350 fee for this meeting, which will be fully refunded if you don’t find it valuable.

After scheduling, we will contact you to address any non-financial questions and provide access to our secure document center. Uploading your documents at least 5 days before your appointment allows us to review your information thoroughly and maximize the value of your consultation.

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Financial Planning and Investment Management

If you choose to move forward, we’ll work closely with you over the first 3-6 months to address your most pressing financial concerns. Meetings are typically held every 4-6 weeks as we develop and implement a plan tailored to your goals. We continually refine strategies to keep your plan aligned with your evolving needs.

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Ongoing Monitoring and Collaboration

Financial planning is an ongoing process. We provide continuous support and regular reviews to keep you on track:

  • Spring Review: Net worth updates, cash flow projections, investment reviews, and collaboration with your CPA.
  • Fall Review: Year-end tax planning, Roth conversions, charitable giving strategies, and preparing for the year ahead.

Through regular check-ins and open communication, we ensure you have the clarity and confidence to make informed financial decisions throughout your retirement journey.

 

GET STARTED

Meritage Wealth Management - Our Approach
If you have any questions, or would like to arrange to chat, please get in touch and let’s begin.
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