NOT SURE WHERE TO START?

BEGIN WITH A 1-ON-1
EDUCATIONAL CONSULATION

Life is full of change. Whether you are buying or selling a property or business, making a career change, or inheriting assets, a 1-on-1 session to ask questions is a great place to begin. We bridge the gap between theory and practice, equipping you with actionable insights to navigate your situation confidently.

FEATURES

Informational Q&A

Find out if the services we offer may assist in the situation you are navigating.

Personalized Hourly Sessions

Get personalized and professional advice about a specific situation.

Complimentary Planning Tools

Receive a 3-step template for planning to use on your own or in collaboration with one of our advisors.

NAVIGATING FINANCIAL DECISIONS WITH CONFIDENCE

Financial decisions often come at pivotal moments in life. Whether you’re facing a significant life transition, considering a major financial move, or simply wanting to improve your financial literacy, having a knowledgeable guide can make all the difference.

Fortify Financial’s 1-on-1 Educational Consultations provide that crucial guidance when you need it most.

These personalized sessions are designed as a low-pressure entry point for those who want professional insights without immediately committing to a comprehensive financial planning relationship. Our consultations bridge the gap between general financial advice and fully customized planning, giving you the clarity needed to move forward with confidence.

Fortify Financial’s 1-on-1 Educational Consultations provide that crucial guidance when you need it most.

WHY OUR FIRST STEP IS ALWAYS EDUCATION

Many people hesitate to seek financial advice because they’re unsure if they have enough assets, don’t know what questions to ask, or worry about being pressured into services they don’t need. Our educational approach addresses these concerns by:

Creating a space to ask questions and gain understanding
Focusing on education first, ensuring you understand concepts before making decisions
Providing actionable insights relevant to your specific situation
Empowering you with knowledge that serves you regardless of whether you become a client

We believe financial knowledge is foundational to making sound decisions, and everyone deserves access to professional guidance at critical junctures in their financial journey.

WHAT TO EXPECT IN YOUR EDUCATION COUNSELING

Our 1-on-1 consultations follow a structured yet flexible approach designed to maximize value while respecting your time:

Pre-Session Preparation: Before we meet, we’ll ask you to complete a brief questionnaire about your current situation and specific questions or concerns. This helps us prepare targeted information for your session.
Context and Goals Discussion: We begin by understanding the financial situation or decision you’re facing and what you hope to accomplish, both in the session and with your finances overall.
Educational Exploration: Based on your needs, we provide clear explanations of relevant financial concepts, potential strategies, and important considerations. This may include visual aids, case studies, or planning tools to enhance understanding.
Questions and Practical Application: We address your specific questions and help you translate concepts into practical next steps for your unique circumstances.
Path Forward: We conclude by outlining potential approaches and resources for moving forward.

COMMON CONSULTATION TOPICS

Life Transitions

Career changes, divorce, inheritance, relocation

Major Financial Decisions

Home purchase/sale, business transactions, retirement timing

Specialized Planning Areas

Equity compensation, estate planning basics, education funding

Investment Fundamentals

Understanding risk, portfolio construction, market dynamics

Retirement Readiness

Assessing preparedness, income strategies, distribution planning

Financial Organization

Assessing preparedness, income strategies, distribution planning

THE VALUE OF PROFESSIONAL PERSPECTIVE

While there’s abundant financial information available online, personalized guidance offers several unique advantages:

Contextual Relevance: Generic advice rarely accounts for the nuances of your specific situation. Our consultations ensure recommendations are relevant to your circumstances.
Priority Clarification: We help you distinguish between urgent financial concerns and those that can be addressed over time, creating a clear roadmap for action.
Behavioral Coaching: Financial decisions are often emotional. Our objective perspective helps you avoid common psychological pitfalls that can derail your financial success.
Expertise Integration: We can identify when and how various financial disciplines (investing, tax planning, estate planning) should work together for optimal outcomes.

BEYOND THE CONSULTATION

For many clients, an educational consultation serves as a valuable standalone service providing clarity and direction. For others, it becomes the first step in a broader financial planning relationship. After your consultation, you’ll have several options:

Self-Implementation: Apply the insights gained with provided tools and resources
Targeted Follow-Up: Schedule additional consultations for specific topics as needed
Comprehensive Planning: Transition to a full-service financial planning relationship
Professional Referrals: Connect with specialized professionals for needs outside our scope

Whatever path you choose, our educational consultation ensures you’ll move forward with greater knowledge, confidence, and clarity about your financial situation.

Self-Implementation: Apply the insights gained with provided tools and resources
Targeted Follow-Up: Schedule additional consultations for specific topics as needed
Comprehensive Planning: Transition to a full-service financial planning relationship
Professional Referrals: Connect with specialized professionals for needs outside our scope

Whatever path you choose, our educational consultation ensures you’ll move forward with greater knowledge, confidence, and clarity about your financial situation.

WHO BENEFITS MOST FROM

EDUCATIONAL CONSULTATIONS

Our 1-on-1 educational sessions are particularly valuable for:

Financial Decision Points

Those facing significant financial choices who want expert insight before deciding

Self-Directed Individuals

People who manage their own finances but occasionally need professional perspective

Financial Planning Prospects

Those considering a planning relationship who want to experience our approach first

Knowledge Seekers

Individuals who want to improve their financial literacy in specific areas

Life Transition Navigation

People experiencing significant life changes with financial implications

No matter where you are in your financial journey, our educational consultations provide the clarity and guidance needed to take your next steps with confidence.

READY TO
TAKE CONTROL
OF YOUR
FINANCIAL FUTURE?

HAVE QUESTIONS? WE HAVE ANSWERS

HAVE QUESTIONS?
WE HAVE ANSWERS

*The following is provided for educational purposes only and is not intended as individual investment advice*

I have never had a financial advisor. When is the right time to get professional advice?

Our services are right for anyone who wants to be proactive and intentional about their financial decisions. Whether you are just starting out, approaching retirement, or transitioning assets to the next generation, we can provide strategic advice about how to create efficiency in your portfolio, tax, and planning situation.

How do I know you can help with what I am facing?

We have helped clients with all kinds of financial situations: retirement, equity compensation (stock options), real estate transactions, inheritance, gifting, estate planning integration, and more. If your need is outside our scope of services, we will connect you with another professional that can help, and often times, we can work collaboratively with them to give you the best experience possible. For example, since we do not provide accounting or legal advice, we can work with your CPA or a ttorney if needed as part of your overall services.