The first meeting is a free consultation. The process starts with an orientation meeting to discuss your vision of the future, your current situation, including your investment philosophy. We clarify how you measure success, if we will work well together, and ensure we build a retirement plan that best suits your core personal and financial needs. During this meeting you will find that one of your biggest problems is one of two things.
- You don’t even know what your real problems are
- You don’t know what you don’t know
To schedule your free consultation please complete the form below or give us a call at 801-545-0696. Make sure to put the address of where you would like your FREE copy of The Effective Investor sent.
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