1. Introductory Conference Call
So, what is the first step? Schedule an Introductory Call with us. There is no obligation, and it gives you a chance to talk over your issues with us before deciding if we are a good fit for your needs. The next step is a Get Acquainted Meeting where we do more in-depth data gathering, answer your questions, and get to know each other.
Schedule a Call
2. Get Acquainted Meeting
Before your Get Acquainted Meeting, we’ll ask you to complete a questionnaire and share some tax information. This allows us to prepare our questions for the meeting and provide you with a fee quote.
During our first meeting, we’ll go over your financial concerns and objectives and the solutions we may provide. If we decide we would like to work together, we can discuss how to take the worry out of your financial future and how we can help you achieve the financial independence you desire.
3. Start Planning and Investing
Once we start working together, we become partners in helping you achieve your financial and life goals. We start with a series of meetings that will help you build and strengthen your financial foundation. We are here for you during those life changing moments - job changes, retirement, or any life change you would like an objective opinion on.