Broker Check

How You Can Begin the Process

** At No Cost & No Obligation **


Step 1 – Contact us to set up a 10-minute introductory call.

We understand that we are not a good fit for everyone’s needs. Quite often a brief conversation will help clarify if what we do matches what you need and want. If it doesn’t seem like we can meet your need, we will try to recommend someone that might be more helpful.


Step 2 – We will schedule a 45-60-minute meeting (virtual or in-person).

We ask lots of questions – and listen to you. We will also ask for some high-level personal and financial data to get a preliminary picture of your current reality.


Step 3 – In about 2 weeks, we will provide a 1-2-page Executive Summary of our meeting.

The Summary will give an overview of what we heard from you, and some potential next steps for your consideration. We will include a proposal for working together including specific costs.


Step 4 – You decide if you want to proceed – with no pressure!

If yes, we will outline next steps in the process and schedule meeting dates.
If no, we will wish you well, and we will both move on.
If ‘not at this time’, we will look forward to possibly working with you at some time in the future when your circumstances change.

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