A 20-minute conversation to help you get clear on your next financial steps
You’ve worked hard to build a good life for your family. This short call is a calm place to talk through what’s on your mind, get a thoughtful answer, and understand what to focus on next – without pressure or sales talk.
No pressure. No sales pitch. Just a conversation.
What this Call Is (and Isn't)
A simple, useful conversation built around what matters most to you
We talk through your immediate questions
Help you make sense of the bigger picture
Talk through your next steps
No pressure, no sales pitch - just a conversation.
"You explained things in a way that just made sense and made me feel comfortable"
-Mary Beth L., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
What to Expect During the Call
Step 1
We start with what's on your mind
Step 2
We help you understand the immediate issues
Step 3
We connect it to the bigger picture
Step 4
We outline a simple next step
Is this Call Right for You?
This call is a good fit if you want to:
Make retirement decisions with more confidence and less second-guessing
Be sure your spouse will be financially secure if something happens to you
Simplify scattered accounts, outdated documents, or a plan that feels unclear
Support your kids or grandkids in a thoughtful way without risking your own future
Talk through a question you’ve been carrying quietly and understand your next step
Most people who schedule a Clarity Call aren’t looking for a quick fix. They just want a calm place to talk things through and make sure nothing important has been overlooked.
"My advisor is knowledgeable and willing to listen to my needs"
-Barbara Z., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Frequently Asked Questions
Questions people often ask before scheduling
Do I need to prepare anything?
No. Just bring the questions on your mind. You don’t need documents or numbers for this call.
Will you try to sell me something?
No. This isn’t a sales pitch. We’ll talk through what’s on your mind and help you see your next step. If it makes sense to keep the conversation going, we can talk about that — but the choice is always yours.
Can my spouse join the call?
Yes. In fact, we would encourage it. Many couples find it helpful to hear things together. We welcome both of you.
What if things feel a little messy or unorganized?
Most families feel this way. You don’t need anything perfect or polished. Just bring what you can, and we’ll talk things through together.
Is this useful if we already have a plan in place?
Yes. Most families we talk to have done many things right but still feel unsure about something important — retirement timing, survivor needs, helping kids or grandkids, or simplifying scattered pieces.
What if I’m not ready to make a big decision yet?
That’s completely fine. Many people schedule a Clarity Call simply to get their bearings and understand their options. You can take things at your own pace.
A planning approach built around your life, not just your money
Most families aren’t looking for the highest-performing investment or the fanciest strategy. They want something simpler and more meaningful — a plan that reflects what matters most and supports the people they love.
When we sit down with families, the real questions usually go deeper than numbers:
Will my spouse be okay if something happens to me?
How do we support our kids or grandkids without overdoing it?
How do we balance enjoying retirement with leaving something meaningful?
How do we keep things simple for our family later on?
This is why we start by listening.
Once we understand your values and priorities, we help you connect the pieces — retirement income, investments, estate planning, and giving — in a way that feels clear and aligned with the life you want to protect and enjoy.
A Clarity Call is simply the first step. It’s a calm place to talk things through, see where you stand, and understand what would help you most from here.
"Parkwoods has taken the worry and second guessing out of managing our nest egg. We’re very happy with the services they have provided."
-Patricia J., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Choose a time that works for you
You don't need to prepare anything. We'll meet you where you are
If you don't see a time that works, email us at [email protected] and we'll help you find one.
If you’ve been carrying quiet financial worry, you don’t have to keep carrying it.
Most families we talk to have done many things right. But they still feel unsure about something important — and they don’t always know where to start.
A Clarity Call is often the simplest way to talk things through, see where you stand, and understand what would help you most from here.
No pressure. No sales pitch. Just a conversation.
"I have confidence in my financial plan."
-Nelson C., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Parkwoods Wealth Partners (Parkwoods) is a SEC registered investment advisor. Registration of an Investment Advisor does not imply any level of skill or training. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed, or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user.
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Parkwoods only transacts business in states where it is properly registered or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not consider your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.