Congratulations on taking the first step to getting your financial house in order! What to expect during your 15 minute introductory call:
- We’ll answer all your questions and provide the info you’ll need to determine if it makes sense for us to work for you.
- We’ll ask questions to learn about who you are and what’s important to you about your money so we can understand how best to serve you.
- If we mutually agree it makes sense to move on to the next step, we’ll schedule an hour-long call to dive deeper into the details of your financial situation.