Getting Ready for Our First Meeting

Like a junk drawer in the kitchen, many clients come to us with a hodgepodge of investment products, statements and financial remnants from previous employers. We coined the term “financial clutter” to describe this. We want our time together to be organized and efficient, so logically, the first step is to organize your household information and get it to us. This is your first step in getting serious and winning the future.

We’ve created a web-based wizard to make it easy to get this to us. Don’t worry too much about putting data in every box just get started organizing the financial clutter in your house and your mind! We’ll help make sense of it. Are you ready to get started?


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