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Our "Sleep on it" Process

Is WMG right for you?

Making the decision to hire the right advisor will have a huge positive impact on your financial life. That said, we don't take anyone's decision lightly to hire us. Before you decide to become a client and pay us a dime, we want to give you an opportunity to see exactly how we can improve your financial life starting day 1 as a client. 

What You Can Expect:

Step 1: 


This is a 20 - 30 minute phone call or Zoom, so we can see if your situation matches our expertise. If we are not the right fit, that's OK! 

Step 2:


We will meet in person or via Zoom to dig deeper into your goals and current financial situation.

Step 3: 


Our team will take a few weeks to put an analysis together of your current situation and prepare to present our recommendations at the second meeting.

Step 4: 


During this meeting, we will present, in plain English, exactly what we believe you need to do achieve your goals.

Step 5: 


We understand the importance of finding the right advisor for you. Prior to deciding if we are in fact the best fit for you, we ask that you take a day or two to sleep on your decision to hire us.

Step 6:


Once you have decided to work with us, we will move forward with the implementation of your plan, including account opening paperwork. 

Check the background of this firm/advisor on FINRA’s BrokerCheck.