Free Financial Status Review

Service Description

Free Financial Status Assessment If you’re helping manage a parent’s finances or starting to feel unsure about how organized things really are, this free assessment helps you understand where things stand. In a brief, high-level conversation, we look at the current financial situation, identify common risk areas, and determine whether anything requires closer attention. This is not a sales call or a full financial review. It’s a starting point designed to help adult children and families orient themselves before problems escalate. What We Cover (15–20 Minutes) What financial tasks are currently being handled Whether accounts, bills, and access appear organized Early warning signs of risk, confusion, or oversight gaps Common issues adult children encounter in similar situations Whether a deeper, structured review may be appropriate No documents required. No pressure. No problem-solving during the call. What This Assessment Is (and Is Not) This assessment is: A professional overview A way to reduce uncertainty A safe place to ask questions A guide to possible next steps This assessment is not: Legal advice Financial planning Bill payment setup A substitute for a full review Next Step (If Needed) If complexity, risk, or gaps are identified, the next step may be a paid, in-depth financial review designed to fully evaluate the situation and determine whether ongoing support is appropriate. Schedule your free Sterwyn Clarity Profile™ consultation today. 📍 Serving Tucson, Marana, Oro Valley, Green Valley, Sahuarita & statewide 🌐 www.SterwynFinancial.com ☎ 520.724.1411 | ✉️ LMiller@SterwynFinancial.com Continue to Be Excellent.