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Your Free Financial Assessment

We designed a process to help you make an informed and educated decision about working with us.

Here are the highlights:

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

You will finish with answers to the three biggest questions about retirement.


Introductory Call

A 15-minute phone call to get to know one another and make sure our expertise matches your situation. 

If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.


First Meeting - Get Acquainted

In medicine, the diagnosis comes before the prescription – the same principle applies to your financial future.

The purpose of this meeting is to gain clarity on your goals, concerns, and unique financial situation.

Our analysis will be guided by your answers to our questions, along with the documents we'll ask you to bring to our meeting. The result will be plain-English answers to your most important questions.


Our Analysis

We apply our expertise and understanding of who you are to analyze your situation and answer three critical questions for you:

  1. Are you on track to reach your long-term goals?
  2. How can your tax bill be reduced?
  3. How can your investments be improved?


Second Meeting - Analysis Review

During this meeting we will explain exactly what you need to do to achieve your financial goals.

This is where you will see, in dollars and cents, how our firm can improve your finances.

If you are happy with the information we have provided and are ready for us to start working with you, we can formalize our partnership at the end of this meeting. And if you still aren't sure, you can take some time to think things over – we won't give you the hard sell.


Think About It

We are interested in forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so it’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to consider the following questions:

  1. Do I like/trust/respect the team at Quarry Hill?
  2. Will the benefits they provide exceed their cost?
  3. Do I understand and agree with their investment philosophy?
  4. Do their recommendations make sense to me?

Third Meeting - Get Started

Ahead of this meeting, you will have received a detailed explanation of this process and answered all of the questions and concerns you may have raised in our second meeting. 

During this meeting, we will answer any lingering questions you may have and, if you are ready, start the paperwork to become a client.


How Do I Know If I'm a Good Fit?

We deliver the greatest value when we focus on situations that require our expertise. 

Our typical clients are:

People who want to delegate their financial planning and investment management to an expert so they spend time on what matters most.

Diligent savers who have accumulated $500,000 or more of investment assets

Stock-compensated employees, directors, and executives who are eager to delegate to an expert and simplify their family finances