We Are Not The Right Financial Planning Firm For Everyone,
Which Could Make Us Right For You?
If you would like to schedule an appointment with one of our team's financial planners, please complete the form below.
Let's talk about the cost of scheduling an initial consultation with one of our financial planners:
- Fees: There is a fee for the initial consultation. As a company, we practice fee-transparency. To us, that means you will know what fees are with working with us and what services that encompass.
- Guarantee: Value. It is that simple. If you do not find that visiting with one of our financial planners was of value, then you will receive a 100% refund for the meeting.
- Calendar: Often, our availability could be 1 to 2 months out but do not worry, you will have plenty of homework to complete before your appointment.
Below, we will walk you through what most of the individuals and families that we meet with find beneficial to have for their appointment.
Before you meet with one of our team's financial planners, you are going to be contacted by one of our companies Relationship Managers.
Our Relationship Management team is empowered to guide you through scheduling, secure file sharing and setting expectations for your appointment. You can ask them as many questions as you would like.
However, it is essential to understand that our Relationship Management team cannot and does not provide financial advice - that comes from our Financial Planners.
The Relationship Management Team is going to work with you, up until your appointment and will provide you with a list of "Homework" items to gather like:
- Completing our companies Financial Fact Finder - a laborious form that will help analyze where you are at today.
- Providing your Leave and Earning or Pay Stub Information,
- Federal Income Tax Returns,
- Financial Statements,
- Last Will and Testaments and Trusts
- also, other documentation
None of the above is required to submit before your appointment. However, when we asked for feedback on what people found most beneficial to have available for the meeting - this is what we suggested.
Please do NOT send our company documentation that has not been encrypted or secured for your protection. We will provide you with a secured file link to transmit any information that contains within your personal information at no cost. The privacy and security of your information are paramount to us.