Next steps

Work Together

Picking the right financial advisor can be a challenge - especially when services seem similar, fees are unclear, or you're not entirely sure what one actually does.

To make your decision a bit easier, I offer a free Financial Health Assessment as an opportunity to get to know each other, and evaluate if working together may make sense for you.

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How it works

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Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.

Deliver instant answers

An all-in-one customer service platform that helps you balance everything your customers need to be happy.

Manage your team with reports

Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data in a couple clicks.

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Solve a problem or close a sale in real-time with chat. If no one is available, customers are seamlessly routed to email without confusion.

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Explore 100+ integrations that make your day-to-day workflow more efficient and familiar. Plus, our extensive developer tools.
Financial Health Assessment
How it works

How It Works.

More explanation why you offer a free financial health assessment as an onboarding...

30 Minute Intro Call

A high-level overview of your top questions and concerns. This gives us both a change to make sure your situation matches my expertise.

Information Exchange

I'll request information to see your financial life on paper. The more information I have, the better I'll understand exactly how to help.

Discovery & Analysis

We'll meet to review your Financial Health Assessment, which will address many of your top priorities and financial concerns.
Next step

30min Intro Call

During this meeting, I'll answer any questions you may have about working together. We’ll also take a high-level look at your current financial situation to understand where you are today. Ultimately, we’ll uncover the goals you have, your priorities, and your concerns.
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