what to expect on an intro call

On your intro call, you will speak to one of our consultants, who will ask you questions to help us better understand what you need from your financial advisor and learn more about you and your financial and retirement goals. The consultant can tell you more about our company and our values and answer any questions you might have.

We value your privacy and do not (nor will we) share this information with anyone except your advisor.

If you want to prepare for our meeting, a few of the questions we plan to ask you are listed below:

  • If we were meeting again 3-5 years from today, and you were looking back over time, what would need to happen for you to be happy with your financial and personal progress?
  • What are the most significant financial challenges you are presently facing?
  • When working with an advisor, what does success look like to you?

We are looking forward to speaking with you soon!

After the call, if you are interested in meeting with one of our CFP® professional wealth advisors, we can set up a free 60-minute consultation for you.  But, there is no pressure to hire us. We truly want you to find the advisor that is the right-fit for you.