Thank You For Making An Appointment!


This introductory phone call consists of…

  • Learning more about you
  • How we can help you achieve your financial goals
  • What got you thinking about seeking help with your finances
  • How much experience you have with financial terms and key concepts


What will not happen during the introductory phone call:

  • No one will offer you a product
  • You won’t be pressured to buy anything