It all starts with just 15 minutes of your time. A quick call to understand what you are looking for and explore whether we could possibly be the right fit to help you. We hope so but if not, we will be glad to recommend the person we think can best help in your situation.
The next step is an in person meeting where we will talk about the things that are important to you, your goals and aspirations, and explore what help you need in your financial life. There is no cost for this meeting and we will not ask you to make a decision about working with us in this meeting.
If you want to see if we can add value to your financial life and have 15 minutes, email us at info@seatopeakadvisors to schedule a call. We do our initial calls on Mondays and Wednesdays.