Fill out the contact form below and we will call you to:
Find out your needs. We have a phone call to discuss what is most important to your family. Each family has different financial resource and priorities. We take the time to listen to yours.
Set-up a call with a financial advisor we believe will be a fit. Based on the information you provide, we find a financial advisor that we believe will be a good fit and set-up a half hour phone call where you will be able to ask the financial advisor lots of question. (We will provide you with a list of common questions to help with discussion.)
Check after the call to see if there is a good fit. Following the phone call, we separately speak with you and the financial advisor to see if there is a good fit. Only if both parties want to continue the conversation, we will share everyone’s contact information. Afterward, the financial advisor will typically call to schedule an in-person meeting.
No fit. No problem. We’ll work with you until you find a financial that you like, trust and respect.
Surprised by the short form? We are going to follow-up with a call in next day or two. Based on the information that you share during the call we’ll match you with an appropriate advisor. Learn about our matching methodology.