top of page
START HERE
1.
SCHEDULE A FREE INTRODUCTORY MEETING
After a quick conversation, we will determine if it makes sense for us to schedule a meeting. If so, you will receive some simple data gathering forms to bring to our next meeting.
P.S. It's okay if we're not the right planning firm for you - we can still be friends!
2.
SCHEDULE A FREE DISCOVERY MEETING
This meeting will give us the opportunity to determine if we are a good fit to work together, how much it would cost, and develop a plan of action moving forward.
Schedule an Introductory Conversation
READY TO RETIRE ON YOUR TERMS?
NOT QUITE READY TO SCHEDULE? THAT'S OKAY!
Sign up for our FREE monthly newsletter for wealth building tips.
The Monthly Newsletter Blog Designed to Help You Build Wealth
Written by Colin
*P.S. We hate SPAM and promise to keep your email safe.
bottom of page