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.
Services we provide
How we get paid
Responsibilities moving forward - yours and ours.
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 Charles Schwab & Co., Inc. applications needed for account opening and transfers. This may take more than one appointment depending on your needs.
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!