TO EXPLORE WORKING WITH FMN WE HAVE A SIMPLE PROCESS
1. email us to book an introductory meeting or phone call
We don’t charge for this meeting, it’s simply our chance to see if we’re a good fit. It will also be a good opportunity for you to “kick the tires” and see if you resonate with how we handle comprehensive financial planning and investing. At our core, we provide advice designed to get your entire financial house in excellent working order through a truly comprehensive financial planning process. Click the links above to learn more about this or simply email us to book a conversation. Feel free to email us at. firstname.lastname@example.org with any questions.
2. fill out the preliminary data form and send it to FMN
3. during our conversation
We’ll ask pointed questions about your values, goals and where you want to be. Plus, we’ll make clear the following: