If not now, when?
Let’s figure out how to help you get what you want.
It’s all about you
At Milestones Financial, we never push our clients to do anything they do not want to do. We empower our clients to make informed decisions. You are in control of your life and your money, and we are here to help support you.
To help potential clients make an informed decision about our hourly financial planning firm, we have designed a no-cost, no-obligation process.
Step #1:
Schedule “Are We a Fit?” Introductory Conversation
A 30-minute video call will give us both a chance to learn if our expertise matches what you truly want. You do not need to have anything prepared for this call.
If you are interested in the Retirement Income Plan Review or, if you are a returning client of Milestones Financial, the Hourly Financial Advising Services engagement, we will then go over the details of the selected service and answer any questions you might have to arrive at a decision.
If you are interested in the Flat Fee Financial Planning Services engagement, we will then go over the details of this engagement and the information needed in order to provide you a flat fee quote for services, which we will present during our next conversation.
Step #2 (IF NECESSARY):
Plan of Action Conversation
The next step is a 45-minute video call to present your quote for the Flat Fee Financial Planning Services engagement and answer any additional questions you may have.
This conversation will give you the information you need to weigh the benefits of the engagement, to make the best decision for you, and to better understand what you gain from a partnership with a fee-only, hourly financial planning firm like us.
No pressure approach
If you get to any point in the process and decide it is not a good fit, we will wish you well, and graciously provide you with resources to find another professional with the right expertise.
There will never be any pressure or a hard-sell from us. That is not the experience we would want for our families, and we would not wish that on you either.
Not ready to schedule a call?
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