As a first step, let’s find out if our areas of expertise are a good fit for your needs. We’d love to hear about your desires, concerns, and unique financial situation while giving you the opportunity to ask questions and learn about us.
Step 2: Complimentary Analysis
If we’re a good mutual fit to continue the process, we’ll dive in and conduct a complimentary analysis of your finances. We may even create a preliminary financial plan to see if you’re on track toward your goals. Why do we do this? We prefer to show you, not just tell you, how we can potentially help you.
Step 3: Final Review & Next Steps
Finally, we’ll meet (virtually or in-person) to review your complimentary analysis and answer any remaining questions. If we’re a good fit for your needs, we’ll recommend the appropriate service level and outline the next steps to become a Lindenwood client, should you choose to come onboard.
