Schedule a Call

Introductory Phone Call

Are you interested in learning more about how Amy can help you? Click the link below to schedule a 20 minute introductory phone call. During this initial call, you both can get to know each other a little bit better, you can ask any specific questions that you may have, and if needed you can schedule a follow-up, in office meeting.

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.

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