We'll start with a scheduled quick 15-minute introductory phone call to help us both make sure that we have the expertise necessary to help you.
If we aren't the right fit for you, we'll let you know and will point you in the right direction to get the advice you need. That way, we'll still part ways as friends.
If we feel that we have the required expertise and are a fit, we'll discuss our available plans & pricing. Once you confirm you want to proceed, we'll send you an email with additional information outlining what comes next.
At Just Financial Advice, we are committed to protecting your personal information and respecting your privacy. We’ll always be clear about how and when we collect, use and disclose your personal information. Our Privacy Guidelines explain how we do this and let you know about your rights when it comes to your personal information.
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