Thinking about financial advice? First, let's just meet up.
Choosing a financial advisor should be like dating.
(I know that sounds strange.)
But you should get to meet with someone more than once before you commit to a long-term relationship, right?
That's why I have a unique rule I follow when I meet with you:
I will not ask you if you want to work with me in our first appointment.
How great, right?
If you’re like most people, you’ve had interactions with some kind of financial "advisor", but have never worked with a fee-only financial planner before. It's pretty different.
Actually, it's very different.
And it's a big decision, so I wouldn't want you to move forward without getting to know me better.
So ask whatever questions you'd like. I'm an open book. Ask me why you should hire me. Ask me why you shouldn't. Have an open mind to how a fiduciary, fee-only financial planner leads you to more wealth and peace of mind.
By meeting at least a couple times, we can decide if we're a good match.
No stress, no charge, no commitments, no sales - just an open and honest Q&A.
So how should we meet?
MEET AT THE WEALTH MODE OFFICE
You're always welcome to meet me at my office right here in Logan, Utah. We'll have a nice, private setting to talk about the financial decisions you're facing and what goals you have for the future.
Not in the Logan, Utah area? Or you want to save on commuting time? That's fine - I work virtually so it doesn't matter where you are. Let's schedule an online meeting at a time that's good for you.
MEET AND EAT
Sometimes, there's nothin' better than chatting over some good food! Here's the deal: if you'd like to find out more about financial planning services, then let's plan on paying for our own meals. If you actually want to pick my brain and get some financial questions answered off-the-cuff, you cover my meal. If you decide you'd like to become a Wealth Mode client, the meal's on me. Fair enough?
GO TO A REAL SALT LAKE GAME
If you're a soccer fan, we're going to be a great fit. I've got some seats, so let's head down to a game at Rio Tinto Stadium! It will give us plenty of time to hang out, chat about your financial situation, and discuss the life you'd like to build.