let's strategize

Book a strategy session* with Coffeehouse Investor founder Bill Schultheis and discuss topics such as:

• Your investment plan and rebalancing approach.
• Your strategy to accumulate wealth while working.
• Your withdrawal strategy during your retirement.
• Your financial plan, including estate and legacy planning.

_{* Limit one complimentary offer per household, per 18 months. Only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines' discretion.}