Whether it is just to chat, or you have a question and want answers. We will call you at the time of your choosing.
This call is all about you. We want to build an understanding of your goals and situation so we can build the best plan possible to meet your needs. Pick a time and we'll call you.
At the conclusion of the initial review you will have the option to hire us or not. If we aren’t the right fit for you we understand. We hope we’ve provided some context and improved your understanding of your situation. If we are the right fit, we’re happy to have you.
We'll go over your financial plan in detail. We'll decide on a set of action items to put the plan into action and familiarize you with our dashboard and systems.
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