Yes! In fact, we offer multiple free consultations so that you have multiple opportunities to feel comfortable with our Wealth Managers and your decision.
We start with an easy 10-minute call that we refer to as a Guidance Call.
You’ll talk directly to a Wealth Manager where you can share where you are headed. We’ll let you know if we think we can help you get there. And if you don’t know where you are going, that’s okay. We’ll guide you in the right direction. We’re here to understand your financial questions and get to know you better. Our primary objective during this initial consultation is to make you feel comfortable with our Wealth Managers.
If you think we can help you out, we’ll set up an Exploration Meeting.
At the Exploration Meeting, you can further share your concerns, and we’ll explore actionable ways to make those concerns go away. You share your hopes and dreams, and we’ll explore ways to help you achieve them. You’ll get to demo and test drive everything – we’ll start by building you a preliminary plan, demo our capabilities, and show you how we’ll keep you organized.
If we sound like a fit for you, then we’ll set the Launch Meeting.
At your Launch Meeting, we really dig into the details and start to uncover all the opportunities and directions you might not have considered. We’ll finish building out your plan from the Exploration Meeting, create custom solutions regarding tax and investment management, and begin the account opening and transfer process.