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How it Works
Schedule a Call with Mike
meeting and discuss with your loved ones.
Schedule an Introductory Call
In this 30-minute call, we’ll get to know a little bit more about your financial concerns and
aspirations and make sure we are the right fit for each other.
If we are a good fit, then we will get to work designing a path and creating a complementary
At the very least, you will walk away with financial strategies and tools that will help propel you
towards your goals.
You will also walk away with an understanding a small portion of the value that we bring our clients.