Schedule Introductory Call

Schedule an Introductory Call

Are you interested in learning more about how our LPL Financial Advisor, Amy, can assist you with your financial needs? We are pleased to offer you a complimentary 20-minute introductory phone call to discuss your financial goals and explore the ways in which Amy can provide valuable guidance.

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Getting Started

During this introductory call, Amy will learn more about your financial situation, discuss your goals, and help you understand how her experience can benefit you in pursuing financial success. This is a no-obligation call, designed to help you determine if working with Amy is the right fit for your needs.

If you would like to contact Amy prior to your introductory call, please click here to email her with any further questions. We look forward to helping you work toward your financial goals.

We understand that your time is valuable - when preparing for your introductory call, consider the following questions in order to help make the conversation more productive and focused on your needs:

Have you worked with a Financial Advisor before? If you have previous experience working with a Financial Advisor, what did you like or dislike about the experience? This will allow her tailor her approach to your preferences.
What are your primary financial goals? Where do you feel your progress is in accomplishing these goals? Identifying your main financial objectives will help Amy understand your priorities and develop a customized financial plan. Share any progress you've made toward these goals or any areas where you may be struggling.
Do you have any specific concerns or something you would like Amy to know? This could include any recent life events, changes in your financial situation, or other factors that may impact your financial goals. Sharing these concerns will help Amy address them during your call.
Are there any statements that you would like Amy to review before your call? If you have any financial statements or documents that you would like Amy to review prior to your call, please provide them. This could include investment statements, tax returns, or insurance policies.
What is the most valuable contribution that you feel a Financial Advisor may be able to provide to help you achieve your goals? Your expectations and ideas for how a financial advisor can assist you will help Amy understand how she can best support your financial journey. This could include investment advice, retirement planning, tax strategies, or other services.

The Consultation Process

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

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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Following Your Call

At this stage, you and Amy can evaluate whether working together on a long-term basis is the right fit for both parties. Amy will send you a summary of the recommended action items to address your financial priorities and concerns; relevant resources and educational materials to help you better understand your financial picture and the strategies proposed; a digital copy of your personalized Asset-Map for your records and future reference.

Our Services

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