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: We Do The Work
If we’re a good mutual fit to continue the process, we’ll dive in and conduct a complimentary analysis of your finances. We’ll 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: Let’s Decide
Finally, we’ll meet (virtually or in-person) to share your complimentary analysis. We’ll answer any remaining questions you have. If we decide our services are a fit, and you’d like to move forward, we’ll begin onboarding to welcome you as a Lindenwood client.
