15 minute ‘fit’ call
A 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 Cardiologist if you needed foot surgery. This intro “Fit” Call focuses exclusively on your family’s financial goals & priorities, yours current and future means to achieve them, and whether our team is the right fit to help you bridge that gap.
Because we only work with a select group of clients, we use this call to determine if we are a good fit and if not we will happily point you to the right expert for your unique needs. If we are a good fit, before our next meeting, we will send you a quick link to fill out to better prepare us for our initial get together. This tool will paint a one page visual picture of your family’s entire financial world.
No Cost or Obligation: We want you to know exactly how we can help before you pay us a single dollar.
3 Possible Outcomes: We will end the call in one of 3 ways;
1. we like each other and want to work together,
2. we like each other but we are not a good fit for your needs,
3. we don't like each other and respectfully go our separate ways.