Your Wealth Pivot

PRIVATE ZOOM CONVERSATION

Apply for Your Complimentary Wealth Pivot Review

Tell us a little about your situation. Once we review your application and determine whether a Wealth Pivot Review is a good fit for your situation, our team will reach out to arrange your complimentary review.

Apply for Your Complimentary Wealth Pivot Review

Tell us a little about your situation and what you'd like guidance with. Our team will review your application to determine whether a complimentary Wealth Pivot Review is a good fit for your needs.

About you

Your current situation

Do you have anyone who depends on you financially?
Do you have an interest in exploring new career or income opportunities?

Your financial priorities

Do you have retirement savings through a current or previous employer?

This may include employer plans and IRAs. An estimate is sufficient.

What would you most like guidance with?

Check all that apply.

How did you hear about us & your consent

By submitting this form, you agree to our Privacy Policy and Terms of Use.

What happens next

1

Submit your application

Tell us a little about your financial situation, what's changed, and what you'd like guidance with.

2

We review your application

Our team reviews your information to determine whether a Wealth Pivot Review aligns with your needs. If we're a good fit, we'll reach out to arrange your complimentary review.

3

Gain clarity before you act

Explore your options, ask questions, and gain the clarity you need to make informed financial decisions. You remain in control of your next steps.

  • Complimentary, with no obligation to make changes
  • Most reviews take approximately 30 minutes. We reserve up to 60 minutes to prioritize any questions or concerns you may have.
  • Already working with an advisor? A second perspective is welcome.
  • Your spouse or partner is highly encouraged to join
  • We never ask for account numbers or Social Security numbers on this form

We keep a limited number of review appointments available so each conversation receives the attention it deserves.

Mei Acosta, friendly headshot

You may meet with Mei or a member of our team.

Quick answers