Los Angeles Financial Advisors

Los Angeles Financial Advisors

OUR 3-STEP PROCESS


STEP #1: 20 MINUTE FREE DISCOVERY CALL (NOT A SALES CALL)
  • Schedule this session to ask questions and determine if our expertise matches your needs.

  • At the conclusion of this call, you will understand if it makes sense to continue with a meeting.

Click to Schedule Call
STEP #2: DEEP DIVE MEETING
  • Identify items for deeper discussion using our financial “Life Map” which explores 57 comprehensive items across 5 categories.

  • At the conclusion of this meeting, we will understand your goals, needs, and immediate action items.

STEP #3: YOU DECIDE IF WE SHOULD WORK TOGETHER

Our focus is long-term client relationships.

Step #1: Schedule 20 Minute discovery Call
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