We appreciate your interest in wanting to set up a complimentary introductory conversation. Prior to our phone call, we ask that you first complete our interactive life goals fact finder. This makes for a much more productive conversation and it lets us know you are serious about your finances. Please plan on spending 5-15 minutes zipping through the questions.Once you complete the fact finder we will reach out to you with scheduling options or you can schedule yourself below using our online scheduling app.
Please do not include any Crypto assets on this form to protect your confidentiality
Note: Please note we do not ask for any sensitive information such as: SSN’s, Account numbers or passwords.