Step 1: Let’s Chat

Schedule your 20-minute introductory call.

As a first step, let’s find out if our areas of expertise are a good fit for your needs. We’d love to hear about your desires, concerns, and unique financial situation while giving you the opportunity to ask questions and learn about us.

Step 2: We Do The Work

If we’re a good mutual fit to continue the process, we’ll dive in and conduct a complimentary analysis of your finances. We’ll even create a preliminary financial plan to see if you’re on track toward your goals. Why do we do this? We prefer to show you, not just tell you, how we can potentially help you.

Step 3: Let’s Decide

Finally, we’ll meet (virtually or in-person) to share your complimentary analysis and financial plan. We’ll answer any remaining questions you have. If our services are a fit and you’d like to move forward, we’ll discuss the next steps to welcome you as a Lindenwood client.