Contact Info...

Once you schedule your appointment, we will give you a call within 24 hours to confirm your appointment and verify your mailing address. 

You will receive by e-mail, The Introduction To Prosperous Investing, that includes a short first appointment questionnaire to learn how you envision retirement, what’s important about money to you, and most importantly, what the number one thing is you would want to talk about to feel your time was well spent. Your vision is the number one priority. The first appointment typically last 30-45 minutes.

Based on the answers to your questions, we will prepare a short agenda for your meeting. An example of that agenda may look like this:

1. Review first appointment questionnaire (the one that was emailed prior to meeting)
2. Your number one objective or greatest financial concern
3. Overview of our four step process for prosperous investing
4. Your expectation and questions
5. Next steps

You may also be wondering how much your first appointment will cost. The answer is nothing. This is a complimentary consultation.

To schedule your first appointment simply use the form below, or call 801-545-0696.