3-STEP PROCESS
STEP 1: Schedule A No-Obligation Virtual Meeting
STEP 2: Attend the Meeting
Attend the meeting, where we’ll discuss what services you’re interested in and provide information about our services and fees. At the end of the meeting, you’ll know whether we’re the right financial planning partner for you. This is an informational free consultation; there is no obligation on your part.
STEP 3: Think About IT
At the end of the meeting, if we believe we can help you, we’ll simply ask you to think about it. We are looking for long-term relationships, not quick transactions. If you decide we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Not quite ready to schedule an appointment? That’s OK!
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