This is a casual 30 minute phone call for us to get to know one another. If we feel we would work well together, we would enter a financial planning agreement. You can find the fee for developing the plan on the Fee Structure page.
After we enter the planning agreement we will begin to create your plan. In this meeting, we will discuss your finances, your goals, and your concerns.
This 1 hour meeting will give us a chance to review and discuss your unique Asset-Map and the actions needed to reach your goals. At this time you will have the ability to begin implementing the solutions!
Sleep on It
There is no pressure to onboard as an ongoing client. We only want people to onboard if they feel like they are a good fit. If you decide we aren’t the right advisor for you, that's perfectly ok! We will do our best to point you in the right direction.