Complete this form and I’ll be in touch to schedule a 20 minute introductory phone call.
I’ll ask you questions like: Why are you reaching out? What do you want to get out of this call? What is most pressing for you in your (financial) life? What are your concerns and expectations of working with a financial planner?
I’ll also answer your questions and explain my process and fee.
This has to be a good match in both directions. Financial planning is such personal, sensitive, meaningful work, that we have to fit in terms of personality and process.
My goal in this meeting is not necessarily to win you as a client; it’s to make sure that what I offer is what you need, and that what you need is something I can provide. If we can identify that you’d be better off with another financial planner or a different resource, that is a good outcome, too.
At the end of the call, there’s no sales pitch. Hiring a financial planner is a big decision. If we decide it’s good fit, I’ll reach out by email in a few days to see if you’d like to move forward.
