Wesley Steer

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Additional Financial Advice Presentation

This meeting is designed to present and discuss the additional financial advice prepared for you.We will review the recommendations, discuss any benef... Read more

1 hour

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Steering Financial Planning Discussion (Couples)

This meeting provides an opportunity for of you to meet with me, ask questions about myself and Steering Wealth, financial planning and how I can help... Read more

20 minutes

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Steering Wealth Fact Find Discovery Meeting

Thank you for choosing to proceed with financial advice through Steering Wealth.The purpose of this Fact Find Discovery Meeting is to develop a detail... Read more

1 hour, 30 minutes

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Financial Planning Follow Up Call

This call provides an opportunity to continue our previous discussion and revisit your financial goals, priorities and any questions that may have ari... Read more

15 minutes

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Complimentary Initial Financial Planning Meeting

This complimentary initial meeting is an opportunity for us to get to know each other and discuss what prompted you to seek financial advice.We'll hav... Read more

20 minutes

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Free Initial Meeting

Ready to take control of your financial future? Book a complimentary initial consultation with Steering Wealth today! During this session, we'll:Gathe... Read more

15 minutes

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