Getting Started with a Fee Only Financial Planner is The Easiest Thing You'll Do Today
Schedule a Complimentary Consultation with a Fee-Only Financial Planner
Step 2: We will help you design a comprehensive financial plan based on your personal goals.
Step 3: We will implement you financial plan and track progress toward your goals through regular reviews.
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What should I expect with my complimentary consultation?
Everyone has goals. But, how do you accomplish them without making big money mistakes? There are literally thousands of financial strategies available, so which ones do you choose? How do you separate the good from the noise?
The first step is to meet with an advisor who has helped hundreds of individuals like you retire. During your complimentary consultation, you'll meet with one of our expert fee-only financial planners. He or she will talk with you in PLAIN ENGLISH - without industry jargon.
The meeting is an opportunity for you to ask questions, talk informally about your dreams, goals and financial needs and get to know the advisor. You don't need to be an expert on personal finances, all you need to do is talk about what's important to you, what you want to accomplish, and what success means to you.
After your initial consultation, you should have an idea of how your financial advisor can help you, the fees and costs you may pay if you decide to work together and next steps. To schedule an initial consultation you can call or email us. Get started today!