The consultation is complementary (no charge to you - the client), with no obligations of any kind. Meeting details are considered confidential as a matter of professional standards and conduct.
In strict confidence, we discuss your situation. Uncovering your passion, frustrations, intentions and goals, we'll review your journey, and your participants. Together we share how you see your situation now, and what you want to happen in the future. With Empathy and understanding, the mature experience I bring to the session allows us to have a really deep exchange. When complete, clients report feeling lighter, and a feeling of Hope and well being. Unburdened.
Expect clear and reasoned analysis. What's an actual concern and what's not - and why. The analysis is an opportunity to reveal a professional prospective and create a viewpoint where opportunities and options are available. Its the Informed part of Planning.
We'll also take a look at the "Business Case" together. Its a transparent look at the value your case presents to the firm, and if its a fit or not. Together we can come to an understanding of moving forward, and how. There's no fear of becoming a B List client. A transparent review of the value and the revenue your file brings ensures we're on the same page.
In the case that we agree your file requires more independent development before we engage, we still stay in touch, just not formally... It requires a bit more development but I'm there for guidance.
If the case is suitable for service, I'll prepare a formal proposal and engagement package to be issued at the following meeting. The terms we will work out at that time and no engagement starts without your full satisfaction on terms and arrangements. I'm here to support you.
Ask Questions, Feel Certain
Informed Financial Planning
Strategy, Forecast, Action
Commercial Insurance / Surety Bonds
Coverage & Consulting
About Time Risk and Retirement Consulting is a Registered Trade Name for the Licensed services offered by Paul Dwyer BA CHS RRC or as 2165946AB Ltd. a Paul Dwyer Company.
Life Insurance license sponsored by
Global Insurance Services Inc
Accident & Sickness Insurance License sponsored by
Global Insurance Services Inc.
General Property & Casualty Insurance License sponsored by
Riverside General Insurance Services Inc
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Consider the Advice and Guidance carefully. Investment advice should only be offered by licensed professionals in their permitted jurisdiction.