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 don’t want to do. We empower our clients to make informed decisions. You’re in control of your life and your money, and we’re here to help support you.
To help potential clients make an informed decision about our flat-fee and hourly financial planning firm, we’ve 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 don’t need to have anything prepared for this call.
If the Flat Fee Financial Planning Services engagement may be a good fit, we’ll then go over the details of this engagement and the information needed in order to provide you a flat-fee quote.
If you’re a returning client, we’ll then go over the details of the Hourly Financial Advising Services engagement and answer any questions.
Step #2 (OPTIONAL, IF REQUESTED BY YOU):
Plan of Action Conversation
If you have follow-up questions after receiving your flat-fee quote and personalized plan of action, we can schedule a 45-minute video call to discuss your questions in more detail and help you decide whether to move forward.
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, advice-only financial planning firm like Milestones Financial.
No pressure approach
If you get to any point in the process and decide it’s not a good fit, we’ll wish you well, and graciously provide you with resources to find another professional with the right expertise.
There’ll never be any pressure or a hard sell from us. That’s not the experience we would want for our families, and we wouldn’t wish that on you either.
Not ready to schedule a call?
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