Your Complimentary Consultation
Know you’re doing everything you can to preserve your wealth and honor your family.
The purpose of this initial meeting is simple.
- We want to help you evaluate us and our services and make an informed decision about hiring our firm.
- During our time together, we will cover your biggest financial concerns and assess your current situation.
- Lastly, we will outline the next steps we need to take to make your path to prosperity clear.
The Process of Working Together is Clear and Risk-Free
A 30-MINUTE CALL
We have our first 30-minute consultation to meet one another, assess your financial situation and concerns, and determine your next right steps.
INFORMATION COLLECTION & ANALYSIS
From here, we will collect more information from you if we determine this is a good fit for us both. This will allow us to identify your unique opportunities and potential vulnerabilities and get a complete picture of your financial situation and how we can help.
PRELIMINARY FINANCIAL PLAN
Lastly, we’ll present you with your preliminary financial plan so you can know exactly what we recommend and how we can help you before you make a decision to hire us.
A 30-MINUTE CALL
We have our first 30-minute consultation to meet one another, assess your financial situation and concerns, and determine your next right steps.
INFORMATION COLLECTION & ANALYSIS
From here, we will collect more information from you if we determine this is a good fit for us both. This will allow us to identify your unique opportunities and potential vulnerabilities and get a complete picture of your financial situation and how we can help.
PRELIMINARY FINANCIAL PLAN
Lastly, we’ll present you with your preliminary financial plan so you can know exactly what we recommend and how we can help you before you make a decision to hire us.
Still not sure? That’s OK. We’ll be here when you are ready to schedule.
- Here are 10 Ways To Teach Your Adult Children About Money. It’s our free gift to you for visiting us today. Download Your Guide Now.
- Have questions? Visit our Frequently Asked Questions page to get the answers to some of your most pressing financial questions.