Get Fitted For Your Financial Swing
You wouldn’t buy a new driver without taking a few swings at the range, would you?
Why would you hire a financial advisor without first getting to know them and their team? That’s why we start each relationship with a FITing – a Friendly, Introductory, Thirty-minute call.
Let’s get to know each other. No hard sell from me and obligation to you. It’s just a conversation to see if we’re a good match. If it feels right, we’ll schedule a follow-up “practice round.” We’ll gather a little more information from you and build a course map of your financial life, including some action steps we would take if you hire us to be your financial swing coach.
Who should get fitted?
I enjoy working with individuals no matter what stage of the course they’re in, but I partner best with:
- Young, high earners looking to chart a course towards financial independence
- Retirees and those contemplating retirement looking to maximize their savings with tax-efficient retirement income strategies
- Couples in their golden years who are looking for fiduciary advice so they can focus on the important aspects of life
Schedule Your FITing
If you have any trouble using the event scheduling tool below please try this link before contacting us.