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Your initial consultation is an opportunity to discuss your financial situation, priorities, and the questions that matter most to you. We will learn more about your goals, explain how Insight Wealth Strategies works with clients, and help you determine whether our approach may be a good fit for your needs.
There is no obligation to move forward. The conversation is designed to give you clarity about potential next steps.
You do not need to have every document ready before contacting us. If you decide to move forward, we may ask for information that helps us understand your overall financial picture, such as:
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Recent account statements for investments, retirement accounts, and bank accounts
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Information about income, expenses, debts, and insurance coverage
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Employer-benefit details, including retirement plans, stock options, or other compensation
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Recent tax returns
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Estate-planning documents, such as wills, trusts, or powers of attorney
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A list of the financial goals, concerns, or life changes you would like to discuss
We will let you know what is most relevant based on your situation, so you can begin with what you have.
Insight Wealth Strategies works with individuals, couples, and families who want thoughtful, ongoing guidance for important financial decisions. The firm also serves pre- and post-retirees, high-net-worth individuals, corporate executives, Chevron employees, and LLNL employees.
Your initial consultation is complimentary and gives you an opportunity to learn more about the firm before deciding whether to move forward. If it appears that there may be a fit, we can explain the next steps, the scope of services that may be appropriate, and how fees are structured.
Yes. Insight Wealth Strategies operates as a fiduciary, meaning the firm has an obligation to make recommendations in clients’ best interests.
When appropriate, we can coordinate with your existing professional team, including your CPA, estate-planning attorney, and other advisors. This collaborative approach can help keep financial, tax, investment, and estate-planning decisions aligned.