T
Schedule an
Experience
Your Free Financial Life Assessment
the HappyRich Experience
A 3-step process showing how we can help you live your Happiest Financial Life possible. This process will help us understand each other and more importantly help you make an informed decision about working together.
Expensive Financial Life Questions
Investment Analysis & Statistics Report
Tax Return Analysis
Financial Life Picture
Financial Life Transition
Helping You Create a Compelling
Vision of Your Financial Future
Right Fit?
Work together as partners?
Step 1 - Initial Conversation
A 30-minute phone call to ensure your situation matches our expertise
Clarity
A feeling that you never had this kind of conversation before.
Step 2 – Real Financial Life Conversation – A Meeting
Like a good doctor, it is important to diagnose before we prescribe a solution.
Through a visual experience and thought-provoking questions, our team will get to know your financial life, urgent questions and concerns, values, goals, and what truly matters to you.
Your Financial Roadmap
Statement of Financial Purpose
Investment Management Report
Tax Return Analysis Report
One Page Financial Life Picture
Financial Life Transition Flowchart
Step 3 – Financial Life Assessment Review – A Meeting
HappyRich Team will construct and present your Statement of Financial Purpose with a roadmap to align your core values and money, document our findings and recommendations.
In simple words, we will explain what you can do to improve your financial life with specific to-dos for urgent and future financial life transitions. A baseline of how we can work together to transform your vision of financial future into reality
Think About It!
At the end of this three-step process, we will ask you to think about it. We want our client relationships to be meaningful and to go beyond technical work of Financial Planning and Investment Management. It is one thing to be your financial life partner, but in the work that we do we like to go beyond that to understand the impact of you living a happy financial life. If you decide that we are not a good fit, we will happily part as friends. There will never be a hard-sell or pressure to say “yes”.
contact us
Call us: (214) 669-2244
Email us: welcome@livehappyrich.com
Our location: 10 Palace Court, Monroe Township, NJ 08831