How We Work Together
We are an advice-only financial planning firm. We provide independent objective advice. We do not try to sell you products. Our main goal is to deliver much needed guidance coupled with education. We do not talk at you but take the time to listen and learn about your goals and dreams to come up with the best plan to reach them.
What’s The Process?
Book a Complimentary
Discovery Call
Start by scheduling a convenient complimentary call to discuss where you are and how we’ll get you to where you want to be.
Learning about
where you are
We work with you to assess your current situation.
Determine where
you want to be
We will partner with you to identify your concerns and goals
Close the gap
We will work together to implement goals-based solutions and system that align with your overall generational wealth plan.
For more details about our 1-on-1 financial planning sessions and process,
Book Your Discovery Call
Choose the Discovery call option below and follow te instructions to add the all to my calender. Look forward to speaking with you.
Mina Black
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Please follow the instructions to add the event to my calender.