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If you are interested in speaking with one of our wealth advisors about your financial goals or if you have any questions about how to implement any of the concepts we lay out in the whitepaper, please send us a note! An advisor will be ready to talk within 24 hours.
Good luck on your financial journey, and we are always happy to help along the way.
So, what's next?
If you are interested in learning more about working with a wealth manager, you can reach out to us directly by using the button below.
Once you've sent us a note that you're interested in talking with an advisor, you'll receive an email from an advisor introducing themselves to you.
From there, you can expect your advisor to:
- Propose some times for an introductory call
- Send over a secure link for your portfolio statements (if you are interested in a Portfolio X-Ray, our free "second opinion" service)
- Schedule a Zoom conference call or in-person meeting, depending on your preference
If you have any questions and do not want to talk with an advisor yet, you can email [email protected] for more information. Thank you again for reading our whitepaper, and we hope it helps put you on the path toward reaching your financial goals.