Making the best of your $$ Makeover.

When making your appointment, please let me know the three most critical areas you will want to cover. You will leave the appointment with a written list of recommendations and specific options. You are then free to implement them yourself or through another financial advisor. There is no further obligation on your part or on the part of Martindale & Assoc.

To set up an appointment, call Judi Martindale at 805.773.2400 or email her at jm@judimartindale.com.

Payment: One-half of the fee is due at the time the appointment is scheduled; the remainder is paid at the appointment.

Martindale $$ Makeovers.

Regular fee: $750
(May be tax-deductible)

The Martindale $$ Makeovers addresses your three biggest financial concerns. It can be used as a one-time appointment to address major financial issues or as a springboard to a comprehensive planning relationship. We will need to see a list of your assets and liabilities along with your tax returns for the prior two years. You will leave the appointment with written recommendations and have 30 days to follow up on any questions you might have. At the end of the two hours, an additional hour is left open to discuss your ongoing retainer options.

We will send you a complimentary copy of Bert Whitehead's book Facing Financial Dysfunction: Why Smart People Do Stupid Things with Money when you make your appointment. Please read Chapters 3 and 7 to discover your money personality.

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Integrating your money and your life.