Fiduciary, CFP® professional wealth advisors | est. 2004

What can I expect on the intro call?

On your introductory call, our consultant will ask you questions to get to know your story and financial goals.

If you want to prepare, the most thought provoking question you will be asked to answer is: “If we were meeting again 3-5 years from today, and you were looking back over time–what would need to happen to be happy with your financial progress?”

Our consultant will also ask you about your pain points, whether you have worked with a previous advisor, what success looks like when working with an advisor, any debt you might have, income streams, investments and your retirement plan. Our consultant will spend time addressing your questions and, if you request it, will set up a free follow-up consultation with one of our advisors.

By Grant Carmichael|2024-08-26T22:06:39+00:00March 12th, 2024|homepage faq|0 Comments

About the Author: Grant Carmichael

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What can I expect on the intro call?

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About the Author: Grant Carmichael

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