Services for Friends and Family
Services for Friends and Family
As a service for our clients, we make ourselves available as a sounding board for any of your friends or family members. When someone you care about needs financial guidance, we will make time to meet with them and point them in a helpful direction.
HOW CAN WE HELP?
As financial stewards, we always want to make ourselves available as a sounding board to those you care about – even if it’s to confirm that they’re on the right track. That is why we created a service for friends and family.
How to access our service:
Step 1
If a situation arises where an individual may need assistance with a financial matter such as retirement planning or investing, you are welcome to share with them your experience in working with our practice.
Step 2
Ask the person if they would like to meet with us, and with their permission, call or email us to provide us with their contact information.
Step 3
- We will call them to introduce ourselves and talk briefly about their needs, potentially scheduling a phone conference or meeting.
- Following the meeting, we will determine the next steps.
- We will answer any questions that we can. We may also direct them to other resources, as necessary.
- If they need ongoing assistance, we will mutually determine if we begin a working relationship.
We are here for you and anyone who may need guidance with a financial situation. You are always welcome to call us.