Let’s see if we’re a good fit.
The first step is a short phone call. Pick a time, and I’ll call you at the number you provide. There’s nothing to prepare and no paperwork. We’ll get to know each other, talk about what you’re looking for, and figure out whether I’m potentially the right advisor for you.
What to expect on the call
1
We get to know each other
I’ll ask what’s prompted you to reach out. Maybe a retirement date is beginning to take shape, a tax question keeps coming up, or you’re simply ready to stop carrying every financial decision on your own. I’ll also ask for a rough sense of your savings and investments. A general range is all I need, never exact figures. I’ll also share a bit about myself and how I work.
2
If it looks like a fit, we’ll discuss next steps
The next step is our Free Retirement Snapshot. I’ll look at your actual numbers and show you how I’d answer three questions: Is your retirement plan on track? How can you lower your tax bill now and throughout retirement? Are your investments built to support your plan? It’s how you see what working together would look like before you decide to hire me.
3
If it’s not a fit, we’ll get you headed in the right direction
If it looks like I’m not the right advisor for you, I’ll say so directly rather than try to make it work. If you’re open to it, I’m happy to point you toward someone better suited to what you need. Either way, you’ll end the call knowing exactly where things stand.