Request an Introductory Conversation
A brief introductory call to determine whether our retirement planning approach may be a good fit for your needs.
What to Expect
The introductory conversation is designed to be a short, low-pressure discussion. It provides an opportunity to talk through your situation at a high level, ask questions, and learn how we work with retirees and pre-retirees.
This conversation is not a sales meeting and does not involve specific recommendations or investment advice.
Topics Often Covered
- Your retirement timeline and current stage of life
- How you’re thinking about retirement income and withdrawals
- How taxes and different account types factor into your planning
- What prompted you to explore professional financial planning
- Whether an ongoing advisory relationship may be appropriate
Who This Is Typically Helpful For
This introductory conversation is generally most helpful for individuals who:
- Are approaching retirement or already retired
- Have accumulated significant savings across multiple accounts
- Want coordinated planning around income, taxes, and investments
- Are considering an ongoing advisory relationship
If you are unsure whether this applies to you, the introductory conversation can help clarify next steps.
Our Role and Responsibilities
Good Life Wealth Management is a Registered Investment Adviser and operates as a fiduciary. Any discussion is approached with professionalism and confidentiality.
There is no obligation to proceed beyond the introductory conversation.
Schedule an Introductory Conversation Below
- Introductory calls are typically 20–30 minutes
- Conducted virtually
- No obligation
Click the Book Appointment button below to schedule a video or phone call with Scott.
Please select “Free Initial Conversation” for a 30 minute phone call. Please note that times listed are for the Central timezone.
