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WORK WITH PEAK WEALTH PLANNING

I want to work with Peak Wealth Planning and I've reviewed your fees.

What are the next steps?

Schedule Discovery Call

During this 45-minute call with the Peak Wealth Planning team, we will learn about you, your family, and your vision and values.

Introductory Call with Peter

Following the call Discovery Call, you will meet directly with Peak Wealth founder Peter Newman to dive deeper into your needs and future vision.

Proposal Delivered to You Based On Your Needs

Customized Proposal Delivered

Using your vision for the future, Peak Wealth Planning will develop a proposal to meet your financial planning and wealth management needs.

Review Proposal Agreement

After receiving your proposal, you’ll speak directly with Peter to review the proposal together and answer any questions you may have.

Think About It!

At Peak Wealth Planning we are looking for long-term relationships where we help achieve your goals for the future. If you decide that we aren't a good fit, we will happily help you find another professional with the right expertise.

Schedule Your Discovery Call

From Endowment to Wealth Management: The Mindset Shifts of Peter Newman

Peter Newman outlined 3 mindset shifts that he needed to make to succeed as a wealth manager.

Lighten the Burden of Financial Decisions

Even though he could come up with a good decision after hundreds of hours of research, he would rather outsource that work to an expert.

4 Questions to Improve Investment Outcomes

Ask yourself these four questions the next time you plan to make an investment decision.

Chart your Investments for Retirement

Use Cash Bucket Strategy as part of your portfolio to reduce the risk of stock market downturn derailing your retirement.