Your Maia Wealth consultation

Once your Maia call is booked, the time shows here. Your email names the advisor and tells you how to join.

Your confirmed meeting time is in your booking email. If you cannot find it, reply to any Evermont email and we will help.

01 · Before you meet

Review copy: firm approval pending

What to expect from your consultation

Watch this short video. It shows what the call covers and what to bring.

Video coming soon

Before your Maia Wealth consultation

Read the notes instead

Your call is with Maia Wealth. We send the approved bio before you book. Your email names the advisor you will meet.

Bring your income, bills, goals and questions. The advisor explains your choices. You do not have to buy anything.

Bring rough numbers and your questions. If you plan with a spouse, please join together.

02 · What you will talk about

Review copy: firm approval pending

Talk about your income, bills and goals. Share what you want help with. The advisor needs the full picture before giving advice.

Ask about income, taxes and how to make your money last. Ask how the advisor is paid. Ask anything.

Ask how each choice works. Ask what it costs and what you give up. You can talk about your whole retirement plan.

You do not have to buy anything. Take time to think. Read any materials at home before you decide.

03 · Get ready

You do not need a finished plan. These help you get the most from the time.

Your recent statements, or rough amounts, for your 401(k), IRA, savings and CDs.
Any annuity you own now, and its paperwork.
Your Social Security amount, and any pension.
Your monthly bills.
Your top 3 questions, written down.
Your spouse or partner, if you plan together.

Use the link or phone number in your booking email. Join a few minutes early. Find a quiet spot.

Need help joining a video call? Reply to your booking email and we will help you test it first.

Need a new time? Use the link in your booking email. It is better to move the time than to miss it.

Questions people ask

Review copy: firm approval pending

Will anyone else join?

Your booking invitation identifies the advisor and meeting format. Your spouse or partner is welcome.

Do I have to buy anything?

No. The meeting is free. You do not have to buy anything.

What if I already have an advisor?

That is fine. You can still bring your questions to the consultation.

How long is it?

Your booking email shows the time and how long it is.

Can I bring my spouse?

Yes. Please do, if you plan together.

This page is general education. It is not advice for you. The advice comes in your meeting.