Your Financial Legacy
Begins Here.
Before we meet, complete a few simple steps so we can build your strategy around what matters most — your goals, your opportunities, and your financial picture.
Our Approach
This Is More Than Traditional Financial Planning
At Earner Wealth, financial planning is not just about projections and account balances.
It is about building a coordinated strategy across taxes, investments, retirement, cash flow, and legacy planning — so your wealth is working more intentionally and more efficiently.
Completing the steps below allows us to spend less time gathering basics and more time identifying meaningful opportunities.
The Process
Your Next 3 Steps
Step 1 — Define Your Vision
Tell us what matters most, what financial freedom looks like & where you want your wealth to take you.
Takes about 2–3 minutes
Step 2 — Identify Planning Opportunities
Complete the goals checklist to surface planning areas that may deserve attention now or in the future.
Simple and straightforward
Step 3 — Securely Connect Your Financial Data
Use RightCapital to securely connect accounts and provide the data needed to begin building your plan.
Bank-level secure account linking
What We Evaluate
What This Preparation Helps Us Evaluate
Your responses and data help us quickly identify the planning areas that may have the biggest impact.
Before You Begin
Helpful Information to Have Available
You do not need everything perfectly organized to get started. But having some of the items below ready can make the process easier.
Please Complete The Above Items Before Your Onboarding Meeting
If possible, complete all three steps at least 48 hours before your onboarding meeting. This gives us time to review your information and begin identifying the areas most worth discussing together.
Final Step
Let's Build Your Strategy
the Right Way
The more clarity we have before the meeting, the more value we can create during it.
Questions before your meeting?
Email steve.earner@earnerwealth.com or call 727-275-0077