From Endowment to Wealth Management: The Mindset Shifts of Peter Newman
WORK WITH PEAK WEALTH PLANNING
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.
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.