ASSET | WEALTH | RETIREMENT
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LET'S START A CONVERSATION
BEFORE WE MEET
We want to invite you to schedule a complimentary introductory meeting . To make certain this time is beneficial to you, we ask that you first complete a quick questionnaire. This will help you identify your goals and challenges, and help us plan for a productive conversation.
Plan on about 10 - 15 minutes to zip through the questions. Once we receive these we will reach out to schedule a time to get together.
YEAH ... WE DO VIRTUAL
VIRTUAL MEETINGS MADE EASY
Through our easy to use web-based technology, clients across the country can now schedule an effective meeting as we share our screen to their computer, smart phone, or tablet. And now we can confidently report that clients seem to love this! In fact, when we started one meeting, we asked one of our client-couples how they were doing. "Great!", they replied, "We just got home, put on our sweats, and poured ourselves a glass of wine."
Obviously, this couple enjoyed meeting remotely as they discussed their retirement plans in a relaxed setting from the comfort of their own home.
WHAT ARE THE BENEFITS OF MEETING REMOTELY?
- Meet from the comfort of your home of office
- Spouses can participate from different locations
- Skip the costs and headache of traffic
- Avoid lost time trying to find parking or directions
- Flexible meeting times
- Secure online vault for document sharing
CONTACT
WE'D LOVE TO HEAR FROM YOU
Not sure about where to begin? Click below to schedule a no-obligation, no-sales-pitch call.