Three No Cost Steps
Let’s see if we’re a good fit before you “put a ring on it.”
You wouldn't let just anyone into your home and you shouldn't just let anyone help you plan for your financial future.
30MIN | Initial Consultation
- Basic info exchanged
- You share your hopes & dreams
- Can we help?
30MIN | Meeting with Advisor via Zoom
- Advisor introduction
- Deep dive into your financial future
- Nuts & bolts of membership
90MIN | Development Meeting
- Financial plan & eMoney presentation
- Financial overview & general recommendations
- Next steps & membership