Thinking about financial advice?  First, let's just meet up.

 

Choosing a financial advisor should be like dating.

You wouldn't ask someone to commit to a long-term relationship at the end of a first date, would you?

I think hiring a financial advisor should be the same.

That's why I have a unique rule I follow when I meet with you: 

I will not ask you if you want to hire me in our first appointment.

Period.

How great, right?

If you’re like most people, you have an impression of what most financial advisors are like...they're aggressive salespeople. But you may have never talked to 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 feel like you have to decide whether or not to hire me without getting to know me better first.

So let's meet! 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 will lead you to more wealth and peace of mind about your finances.

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.

 

MEET ONLINE

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.

 

Just have a couple questions you'd like to ask first?