Work with Us

We’d love to get to know you better! Schedule a call to ask your questions, tell us about yourself, find out how we can help, and decide if we’re a good fit. No pressure!

Nic and Jeff in blue shirts

What happens during our call?

The number one

It all begins with a conversation!

It all begins with getting to know you. Ask us any questions you have and get a feel for how we work. We’re focused on understanding what’s important to you. How do you envision your future? What does it look like? Can we help you get there?

The number two

Getting a plan in place

Next, we dive deeper into your financial picture and what our recommendations are to get you on track toward achieving your goals. You’ll get a good understanding of what it’s like to work with us, and how we could work together moving forward.

Now, the decision is yours!

If you’re just not ready – for any reason – no problem! Your plan and our recommendations are yours to keep! And if you ARE ready, we begin executing your plan together right away!

Not quite ready to meet?

Ask us anything!