The Retreat House - Martindale & Assoc.'s Financial Wealth B&B

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.

No tax preparation or investment implementation is included in the Money Makeover. It is important to note that the Martindale $$ Makeover is not a full financial plan. It is a brief overview of your financial progress and a review of limited aspects of your financial situation.

To set up appointment, call Judi Martindale at 805.73.2400 or email her at jm@judimartindale.com.

Payment: One-half of the fee should be paid at the time the appointment is scheduled; the remainder is paid when you arrive for your appointment. There are no refunds.

Martindale $$ Makeovers.

Regular fee: $950
Special rate for those referred from clients or NAPFA $850

Are you ready for a Money Makeover?

Martindale & Assoc. is offering a special Money Makeover course to start the New Year right!

Preparation:

For tax review, send in last three years tax returns and income year-to-date (including most recent paystub(s).
For investment review, send a list of all assets and liabilities (including most recent brokerage, bank, pension, and social security statements).

Homework: I 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 identify your Money Personality in (chapter 3) and your stage in the Cambridge Financial Life Cycle (chapter 7) when you come to the appointment.

Appointment: Two-hour meeting may cover these topics, as time permits:

Review of prior returns for missed deductions;

Tax planning for current year;

Recommendation of possible tax strategies to consider;

Review of current asset allocations and investment location for tax efficiency.

Evaluation of performance of current investments;

Review of Financial Life Cycle position;

Retirement/Financial Independence Analysis;

Recommendation of holistic financial strategy;