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Get Started


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

What are the next steps?

Schedule Your Discovery Call
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
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.

Hire Peak Wealth Planning
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

Schedule Your Discovery Call

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