About

Our Process

Getting to know you:

The initial consultation is free. We understand it can be overwhelming meeting an advisor for the first time and our desire is for you to get to know us and vice versa. We will discuss your current situation, your goals and how we may be able to help you achieve these goals.

Initial Meeting:

  • Services we provide

  • How we get paid

  • Responsibilities moving forward - yours and ours.

Onboarding:

Once you have made the decision to become our client Nickie will create your contact record and build a file for you in our document storage system. We will go over paperwork including our company forms and TD Ameritrade applications needed for account opening and transfers. This may take more than one appointment depending on your needs.

Maintenance:

It is our hope to meet with you annually and review your portfolio and update any changes in your financial situation. We understand it isn’t always possible due to many factors- living out of state or health issues, for example. Karrie is experienced conducting reviews via video conferencing and telephone calls. With today’s technology where there’s a will, she’ll find a way!

Financial Advice

Advice comes in many forms, but we feel listening is most important. We listen to your needs and your dreams and work tirelessly to assist you in achieving those dreams. Our advice is tailored to your specific situation or goal, no matter how big or small.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (757) 340-7006
  • E-Mail:
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  • Address:

    468 S. Independence Blvd Ste. B-122
    Virginia Beach, VA 23452

DISCLOSURE: Your use of this website is acknowledgement that you have read and understood this complete page. This website is a publication of Nautilus Financial Group, Inc. (NFG). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Karrie A. Thomas, CFP® is an Investment Advisor Representative of and offers investment advice through Nautilus Financial Group, Inc. (NFG). NFG is registered as an investment adviser in the states it conducts business in. It only transacts business in those states where it is properly notice filed, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability.

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