Initial Financial Consultation

Introductory financial conversation

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Description

Free 15-min phone conversation for me to learn more about you and your financial situation so I can provide you guidance on how I may be able to help.

At the conclusion of our conversation, we will have a clear understanding if there is a mutual benefit for us to continue our relationship further.

Fortress Planning Group is an independent, fee-only, registered investment advisory firm who is dedicated to coaching clients toward a holistic view of wealth and family stewardship.

Additional information

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Condition, Issue, or Need

Anxiety, Finances / Money, Relationships, Stress, Success / Leadership

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