We appreciate your interest in wanting to set up a complimentary introductory conversation. Prior to our conversation, we ask that you first complete our interactive life goals fact finder and Riskalyze assessment. This makes for a much more productive and efficient conversation. This also lets us know you are serious about your finances and exploring a potential relationship together.
Once you schedule below. You will be redirected to a page that has more details about the fact finder and Riskalyze assessment. Whether we end up working together or not… we are confidant you will find these tools to be extremely valuable. If you don’t know what a Risk Number™ …this alone will make the conversation worth your while.