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: