This Free 30-Minute Consultation Could Change Your Life...
Give me just 30 minutes, and I just might be able to change your life.
I realize that’s a bold claim, but hiring the right (or wrong) financial advisor can be a life-impacting decision.
So you want to get it right.
My free phone consultation is designed to help us both decide whether we think it might make sense to work together.
But it’s also designed to give you significant and immediate value. Even if we never end up meeting, I want our phone call to help you out.
These calls normally touch on some of the items below:
- You share your top financial goals and/or concerns
- I answer your questions about my firm and my process
- I give you a “second opinion” on your financial plan or portfolio
We then decide together whether it is worth continuing the conversation in person.
(If we decide that it doesn’t sound like a good fit, I am happy to help you find a different advisor).