Experience the freedom that comes from making good financial decisions.
- Are you a pre-retiree who is starting to wrap your head around the complexities of retirement and want to check in with an expert?
- Did you just experience a financial windfall (such as the sale of a business or an inheritance) and want to make sure you’re making good financial decisions?
- Are you facing an important financial decision and want an objective point-of-view and advice?
- Do you want a second opinion on your financial strategy?
- Are you in need of direction or are you feeling stuck?
We don’t want you to live with financial uncertainty.
There are many reasons you may wish to speak with a financial expert.
You want to be in control of your finances.
You want to experience the freedom that comes from making smart, successful decisions.
As you explore the solutions to your financial challenges, you may be finding that the more you learn, the more complex those solutions become.
It’s so easy today to experience information overload and the paralysis that comes along with it.
We have more data but less understanding. We have more experts but less wisdom.
We don’t want you to feel isolated or experience the stress that comes from financial uncertainty.
Pre-Retirees | Business Owners | Investors | Working Professionals
90-Minute Virtual Strategy Session Requires No Long Term Commitment.
Clear-Cut, “No Obligation” Advice and Guidance.
We help individuals bring their financial life into order…
Our 90-Minute Strategy Virtual Session is designed to offer easy-to-follow, simple solutions. We help you break down and analyze your financial objectives, complex financial challenges and potential opportunities.
Schedule our 90-Minute Strategy Session to:
- Gain direct access to a financial professional to enhance your strategic thinking.
- Leverage real-world experience to avoid common pitfalls and costly mistakes.
- Gain control of your finances and bring your financial life into order.
- Explore retirement scenarios and how to start preparing your finances.
- Ease fear, uncertainty and anxiety and obtain a second opinion.
90-Minute Strategy Session
Common Questions and Challenges We Address
What’s On Their Mind…
- 401(k) setup
- Am I saving enough?
- What do I do with my pension?
- Understanding Employee Benefits
- Specific Investment Recommendations
- Savings Analysis
- Target Savings Path
- Discussion to Optimize Employer Savings Plan
- Risk/Return Lesson
- Keys to Long Term Success Guided Lesson
Selling Business to Retire
What’s On Their Mind…
- What to do with the money?
- Estate Planning
- Tax considerations
- How to structure financial accounts
- Is selling a good decision? Things to consider?
- Tax Estimates
- Guidance on Use of Proceeds
- Goal-Based Advice for Retirement
- Professional Referrals for Lawyer, etc.
- Estate Planning Recommendations
Seeking Second Opinion
What’s On Their Mind…
- Asset Allocation
- Quality of Investments
- Investment Selection
- Aligned with goals?
- Performance Expectations “Why are my investments not performing better?”
- Second opinion on strategy
- Investment Diagnostic Report
- Risk Assessment
- Investment Analysis
- Education on Current Investments So You Know What You’re Invested In
- Understand Fees with Accounts
- Opinion of Strategy Execution
Sometimes you just want to talk to a professional
As the world evolves, you no longer need to work with the giant firms on Wall Street to access world-class planning tools, research and high-quality investments. Like other specialty practices, Hunt Country Wealth Management has pivoted away from corporate constraints to embrace independence.
Harness the power of our expertise and real-world financial experience in this unique 1:1 90-Minute Strategy Session with a CERTIFIED FINANCIAL PLANNER™.
Sometimes you just want to talk to a professional, and you don’t want or need a long-term relationship. We get that, and that’s okay! This session is time spent focused on you and your problems at hand. It’s simple and clear-cut. Good advice generally isn’t free, and if it is, you may want to reflect on why.
With that being said, some clients use this step as a time to get to know us. Plenty of 90-Minute Strategy Session participants do become clients — but many do not, and that’s fine.
The point is, you’re in the driver’s seat!
We understand we aren’t everything to everyone, and at Hunt Country Wealth Management, we specialize in helping individuals prepare for retirement. Within this space, we help individuals reach their financial potential and navigate the complexities of the investment world.
This session is not designed for:
- Individuals in their 20s-30s who may just be starting their savings goals
- Budgeting and Accounting.
- Debt Reduction
- Individuals interested in speculation such as cryptocurrencies, gold/silver, etc.
- Timing or Predicting the Stock Market
- Individual Stock Picking
- Predicting Interest Rates
Book our 90-Minute Strategy Session to…
- Speak to a CERTIFIED FINANCIAL PLANNER™
- Bring Your Financial Life into Order
- Access a Second Opinion on Your Investment Strategy
- Receive Guidance to Prepare for Retirement
- Seek Advice Making an Important Financial Decision
- Address Financial Uncertainty
Our 90-Minute Strategy Session Includes:
- Pre-Meeting Workbook to Organize Financial Needs and Objectives. Our Pre-Meeting Workbook helps you make the most of your scheduled time by giving you a framework in which to organize your questions and collect information pertinent to your upcoming review. This tool is designed to help you prepare. Feel free to fill out as much or as little as you wish.
- Structured Discovery Conversation™ to Discuss Strategic Goals. As a goals-centric firm, we always begin with the why. During the Discovery Conversation™, we help you structure your financial questions and clarify your needs. This includes taking time to understand your ultimate goals and objectives so we can provide appropriate direction.
- Q&A Forum with Certified Financial Professional™. Sometimes you just want to talk to an expert. Whether you want to tap into a broader understanding of a topic or seek answers to a specific financial question, this session is a great time to discuss the financial considerations on your mind. As a Wealth Management company specializing in Retirement Income Planning, we’ll give you access to and insight on best practices across financial planning, investment management, retirement planning, insurance and behavioral finance. So whether you want to wrap your head around retirement, explore financial strategies to manage your wealth or just make better financial decisions, we are here to help!
- Professional Guidance, Advice and/or Recommendations. In this step, we offer our professional guidance and advice. The 90-Minute Strategy Session is designed to offer quick, easy solutions and help you simplify your financial world. If needed, this step may also include access to resources that have been curated and vetted by our team for third-party professional referrals (I.e., CPA, Attorneys, etc).
- NextStep™ Action Review. We want you to leave your strategy meeting with a clear path forward and a broader understanding of your suggested NextStep™. In our post-meeting review, we offer a summary of your consultation and our recommended action steps. This will help you simplify the process of taking action and implementing recommendations.
The 90-Minute Strategy Session is a one-time virtual meeting that features custom feedback, a post-meeting review communication email and action-oriented guidance.
At the end of the 90-minute strategy call, you’ll receive a NextStep™ Action Review to help you organize suggested action steps.
Chris Merchant, CFP® BFA®
Hi, my name is Chris Merchant. I’m a Financial Expert specializing in Retirement Income Strategy. I’m the Bestselling Author of On Investing Well: The Elements of Good Investing, and the President of Hunt Country Wealth Management.
I believe we’re all born with natural talents and innate skills. For me, I’ve learned my unique ability is in analyzing and understanding complex financial problems, creating step-by-step solutions and helping people find simplicity in areas of their life they never thought possible. I believe when you’re operating in your area of unique ability you make your most significant contributions.
Let us assist you in unleashing your greatest contributions by helping you find confidence and clarity in your financial life.
Our Guided Investing™ framework as featured in our book: On Investing Well: The Elements of Good Investing has been quoted in various online publications…
“One of the best new Personal Investing books” – BookAuthority
- Ranked #3 in 14 Best Personal Investing Books for Beginners
- Ranked #8 in 59 Best Personal Investing Books of All Time
As featured on CNN, Forbes, and Inc–BookAuthority identifies and rates the best books in the world, based on recommendations by thought leaders and experts.
Amazon Hot New Release and Bestsellers List Rankings for Retirement Planning, Stock Market Investing, Investing Portfolio Management and Analysis & Trading Investing Strategies.
30-Day 90-Minute Strategy Guarantee
If you don’t find the session valuable, let us know within 30 days and we will refund your investment. 30-day 100% no-questions-asked refund policy.
Frequently Asked Questions:
What will I receive in the 90-Minute Strategy Session?
The 90-Minute Strategy Session is an open conversation where you can ask a CERTIFIED FINANCIAL PLANNER™ about your financial questions. You will receive a Pre-Meeting Workbook to help you organize your thoughts. After the meeting, you will also receive a NextStep™ Action Review, a summary of your consultation and recommended action steps to help you implement any in-meeting recommendations.
Online Session: How do I access the virtual meeting?
Once you select your preferred meeting time via our booking link, you’ll be contacted by our office to confirm the appointment time and payment within three business days. Once officially confirmed, you’ll receive an email with meeting information and our virtual office link. The process is simple and easy to follow.
Do you have a money-back guarantee if I’m not satisfied?
If you don’t find the session valuable, let us know within 30 days and we’ll refund your investment. 30-day 100% no-questions-asked refund policy.
Can I pay for this session online?
At Hunt Country Wealth Management, we take financial security very seriously. To remain in compliance with Securities Regulations and the Payment Card Industry (PCI) Data Security Standard, we are not authorized to receive payments electronically. To this end, to confirm your appointment, we will contact you within three business days via phone to confirm your schedule time and process our Client Intake Form/Payment Details.
Get Started Now…
Step 1: Schedule your 90-Minute Strategy on our meeting scheduler.
Step 2: Check your email to receive your pre-meeting workbook.
Step 3: We will contact you within three business days to confirm your appointment and process your client intake forms/payment.
Note: All 90-Minute Strategy sessions booked online are for the virtual option. If you would like an in-person consultation please contact our office.
We look forward to meeting with YOU!
100% Money-Back Guarantee