Free Financial Assessment
Let’s Review Your Financial Plan—For Free
I invite you to schedule a complimentary financial assessment where we’ll:
✅ Review your current investments to see if they align with your goals
✅ Analyze your savings & cash flow for long-term financial security
✅ Evaluate your tax return to identify missed opportunities
This isn’t just about numbers—it’s about helping you take control of your financial future and seeing if we’re the right fit to guide you forward.
We Do Our Best Work With
High-Income Households
Whether you’re a dentist, physician, tech professional, or business owner, you’ve worked hard to build a high-earning career. We help you maximize your income, reduce tax burdens, and create a clear path to long-term financial independence.
Practice Owners & Solopreneurs
Running a successful practice means balancing growth, taxes, and personal wealth. We help practice owners, solopreneurs, and entrepreneurs build wealth efficiently while lowering taxes and protecting what they’ve built.
Those Approaching Retirement
Within 10 years of retirement, we help you transition from wealth accumulation to financial independence—ensuring you have a tax-efficient withdrawal strategy and confidence in your retirement plan.
Our Process
Step 1: Complimentary Introduction Meeting
(Phone or Zoom) 30-60 minutes
We meet for about 45 minutes to get to know each other and make sure our expertise matches your needs.
The purpose is to get to know you, your goals, concerns, and your financial situation.
Step 2: Share Documents
You will securely send us a few financial documents.
We will request documents such as tax returns and onboard you to our client portal to share your information.
Your financial documents, coupled with what we learned in our first meeting will help drive our analysis.
Step 3: Review Financial Assessment
This meeting usually lasts about one hour.
During this meeting, we will deliver the results of your free financial assessment.
You will leave the meeting with clear and actionable ways you can improve your financial plan.
Bonus Step: Think It Through
Consider a long-term relationship with Arch Financial Planning as your financial guide.
Ready to enhance your financial life? Consider these essential questions:
– Are we feeling heard and understood?
– Do we trust that Arch Financial Planning can effectively address our financial concerns?
– Will investing in this partnership increase our chances of achieving our goals?
– Does Arch Financial Planning exhibit credibility, trustworthiness, and likability?
Our free assessment is offered when you are considering hiring an advisor in an ongoing capacity to help evaluate our services.
Schedule A Call Here!
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Topics Covered:
🔹 Reduce Your Tax Burden with Smart Planning
🔹 Retire Early & Secure Financial Independence
🔹 Build a Diversified Investment Strategy
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Arch Financial Planning, LLC is an Investment Adviser offering services in Georgia and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change.