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:
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!
We will meet in person or via Zoom to dig deeper into your goals and current financial situation.
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.
During this meeting, we will present, in plain English, exactly what we believe you need to do achieve your goals.
SLEEP ON IT
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.
Once you have decided to work with us, we will move forward with the implementation of your plan, including account opening paperwork.