Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery. If we aren’t a good fit for each other, we will gladly introduce you to a firm that is better suited to your needs.
This 1-hour in-person (or virtual) discussion will provide us with the opportunity to ensure that your situation matches our knowledge. The goal of this meeting is to get crystal clear about your financial condition, including where you are now, where you want to go, your concerns and your unique financial situation.
Your responses to our questions, as well as the materials we'll want you to email us following the meeting, will serve as a guide.
We apply decades of experience, thousands of hours of training and mentoring by the industry’s top professionals to help answer your queries and concerns:
During this office (or virtual) meeting we will explain, in plain English, exactly what you need to do to potentially achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you'll see how our firm might potentially boost your finances in terms of dollars and cents. At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Having been in financial services for more than 20 years, we are not in a hurry for you to make a decision. Before deciding whether we should collaborate or not, you are requested to answer the following questions:
We will answer any additional questions you may have and determine if you are ready to begin the paperwork to become a client during this office (or virtual) encounter.
We will have emailed you a full description of this process and answered all your questions and concerns prior to this meeting.
While we would love to collaborate with you, if you decide it is not a good fit, we will send you our best wishes. In other words, there is never a hard sell or pressure to say yes.
If this sounds ok to you, and you have saved at least $250,000, we would like to speak with you.