If you have a financial decision you’re working through—or you’re looking for an advisor to help coordinate the different pieces of your financial life—I’d be glad to help you take the next step.
Your First Step Is a Financial Road Map®
You’ve explored how Catalano Financial approaches planning. Now let’s make it about you. Your first step is a Financial Road Map® conversation with Peter. We’ll begin with three things:
What’s important to you?
What does your money need to accomplish for you?
Where are you today?
Together, we’ll begin connecting those pieces so you can see your financial life with greater clarity. You don’t need to prepare a financial plan before we meet. You don’t need to know exactly what you need. And you don’t need to arrive ready to make a financial decision. Just come prepared to have a meaningful conversation about your life and your money.
Ready for Your Financial Road Map®?
Reserve an in-person or virtual 60–90 minute Financial Road Map® session with Peter for $500. Payment is made when you schedule.
This is a working meeting—not a sales presentation. We’ll explore what’s important to you, what you want your money to accomplish and where you are financially today.
Prefer to Talk First?
Not sure whether the Financial Road Map® is the right next step?
Schedule a complimentary 30-minute conversation with Peter. We’ll talk about what’s bringing you in and decide together whether a Financial Road Map® makes sense.
Preparing for Your Financial Road Map®
Your Financial Road Map® is a focused, working session designed to bring your financial life into one clear picture. Plan for approximately 60–90 minutes, depending on your circumstances and the questions we explore together.
Your Investment: $500
The fee for your Financial Road Map® is $500, paid in advance when your meeting is scheduled. This is not a sales presentation or a complimentary consultation. It’s a dedicated financial planning experience designed to provide greater clarity about what’s important to you, what you want your money to accomplish and where you stand today.
Come Together
If you’re married or share your financial life with a partner, both of you need to attend. Each person’s values, priorities and concerns are important to building a meaningful Financial Road Map®.
Bring Your Financial Life With You
Please bring the financial information that applies to you, including:
- Bank, investment and retirement account statements
- Mortgage, credit and other debt information
- Life, disability and long-term care insurance policies
- Employer retirement plan and benefit information
- Social Security and pension information
- Recent tax information
- Estate planning documents
- Business or real estate information, when applicable
- Anything else you believe is financially important
Don’t worry about organizing everything perfectly.
Bring what you have. We’ll organize the picture together.
Scheduling & Cancellation
Your $500 fee is paid in advance to reserve your Financial Road Map® session. Because this time is reserved specifically for you, appointments cancelled or rescheduled within 30 hours of the scheduled meeting will forfeit the Financial Road Map® fee.
If you need to make a change, please contact us more than 30 hours before your appointment.
Catalano Financial
1095 Evergreen Circle, Suite 200
The Woodlands, TX 77380
832-696-0990
Meetings are scheduled in advance.