See how attorneys are benefiting from a financial plan that focuses on more than just investment management.
1 | BOOK YOUR COMPLIMENTARY CONSULTATION
Pick a date and time on the calendar below that fits your schedule.
2 | MEET AND CONFER WITH ONE OF OUR ADVISORS
We will meet through a video conference (using GoTo Meeting) to discuss your financial situation and what is important about money to you.
If you are married or in a partnership, it is important that you both join the meeting. If you’re not at the same location, you will be able to individually conference into the meeting.
3 | THINK ABOUT WHETHER WE ARE THE RIGHT FIT
We want you to feel comfortable before moving forward. Take your time and think about it. No high-pressure sales tactics.
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