Ready to get to work?

If you like what you see so far please review some of the following materials that will help you prepare for your financial planning sessions with Martindale & Assoc.

  1. Please complete the Personal Inventory and return it to us.
  2. Project Retainer Agreement. Please review this sample aggreement that shows how the process works.

Getting acquainted.

In preparation for and during your visit to The Retreat House, you'll be asked to explore your financial wealth using a number of planning resources and tools. These tools will help you identify your goals, determine cash flow, deal with transitions, create an appropriate investment strategy and plan your estate.

Your "homework" may cover the following areas:

Satisfaction & Values

1. Financial Satisfaction Assessment
2. Values Clarification
3. Sentence Completions

Biography & History

1. Your Money Autobiography
2. Your Money Script
3. Sentence Completions

Goals

1. Wheel of Life
2. Top 10 Goals
3. Goal Setting

Transition

1. My Perfect Week
2. Personal Insight about Change
3. Sentence Completions

Integrating your money and your life.