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 financial planning firm, we have designed a no-cost, no-obligation, two-step process.

Step #1:

Schedule “Are We a Fit?” Introductory Phone Call

A 30-minute phone 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 phone call.

During the call, you may ask any questions you would like in order to learn more about us.

Important Note: We specialize in working with people age 50+ who are seeking a relationship with a CERTIFIED FINANCIAL PLANNER™ professional that prioritizes their desire to retain full control over their money. Just as you would not consult a neurosurgeon for a knee replacement, we understand the unique needs of our clients and tailor our services to best meet their needs.

Step #2:

Plan of Action Conversation

The next step is a 45-minute phone or video call to continue to gain a better understanding of your situation and you.

If there is a mutual fit, we can go over the details of the Wealth Planning or Project-Based Financial Planning engagement and share how it will address your financial planning priorities.

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 relationship with a fee-only, “advice-only” 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 phone call?

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