Schedule an Introductory Call

Are you interested in learning more about how Amy can help you? Click below to schedule a 20-minute, complimentary introductory phone call to discuss your financial needs.

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The Initial Conversation

The Initial Conversation

We understand that your time is valuable - when preparing for this call, consider the following questions:

  1. Have you worked with a Financial Advisor before?
  2. What are your primary financial goals? Where do you feel your progress is in accomplishing these goals?
  3. Do you have any specific concerns or something you would like Amy to know?
  4. Are there any statements that you would like Amy to review before your call?
  5. What is the most valuable contribution that you feel a Financial Advisor may be able to provide to help you achieve your goals?

If you would like to contact Amy prior to your introductory call, click here to e-mail her with any further questions.

The Onboarding Process

Creating Your Asset-Map

Creating Your Asset-Map

The first step is to get to know you, your current financial situation and priorities. After scheduling your introductory call, please be sure to complete the "The Discovery Interview" to help streamline this process and create a clear understanding of your financial picture and needs.

The Discovery Interview
Initial Conversation

Initial Conversation

Once we learn about your unique situation, we'll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition. 

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Your Personalized Path

Your Personalized Path

Based on your goals and what the Asset-Map reveals, Amy will provide action items, useful resources, and your personalized Asset-Map following the call. From there, you two can decide if you are a good fit to work together moving forward.

Our Services

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