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.

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.