Sleep On It
No Pressure, No Hard Sell.
We want you to know us and understand how we can help you before you trust us with your nest egg. There’s never any pressure or obligation. This is an important decision, so we always request that you sleep on it before you choose to work with us. Check out our entire process below.
What To Expect
Step 1 - First Phone Call
Once you click “Let’s Talk”, you’ll hear from us within 24 hours. During this quick phone call, we will setup the date and time of the first meeting.
Step 2 – First Meeting
At the first meeting, we will get to know you, your family, and your finances so that we can build a financial plan tailored to your needs, your dreams, and your goals. We will also help you know us better and answer any questions you may have.
Step 3 - Building the Plan
We will apply experience and industry knowledge to create a customized financial plan based on your goals.
Step 4 - Second Meeting
We’ll explain a simple, straightforward plan that lays out exactly what you need to do to achieve your financial goals and you’ll see how we envision us partnering to meet those goals.
Step 5 - Sleep On It
We want you to feel completely comfortable before you to make a decision. Take some time to think about it and let us answer any additional questions that you might have.
Step 6 - Paperwork
Before this meeting we’ll send you a detailed explanation of our process and answer any questions or concerns. If you’re ready, you'll start the paperwork to become a client.