Broker Check

Back to Basics: Schedule a Complimentary Financial Assessment

| March 06, 2023

Trying to manage your investments and overall financial future on your own can be a daunting proposition. That's where we come in. Whether you're looking to begin a relationship with your first financial professional or think it's time to move on from an existing relationship, we're here to help.

It starts with a call.

All relationships start by getting to know one another. The first step is to schedule a brief call, maybe just 15 minutes, to determine whether we can help with your needs. If we both agree there is a potential fit, the next step is to schedule a preliminary meeting either in our office or virtually.

Complimentary Assessment

During this meeting, we will begin gathering information for a no-obligation, complimentary assessment, where we will learn about your values, financial goals, and investment objectives. We'll learn what is most important to you and your family by asking questions about how you envision your retirement and what financial issues are causing you stress.

After getting to know you, we will complete our assessment and develop a detailed strategy to help you pursue your financial goals. We will invite you back to review our approach and answer all your questions. If you are comfortable with our strategy and recommendations, you can partner with us as a client, and we will begin our work.

Let's connect

If you're looking for a financial professional with a customized approach to creating strategies that address your goals and dreams, it's time to take this critical step.

We look forward to hearing from you.