Ready to talk? Call us at 515-650-3009 or click here to schedule a 15 minute phone call to get started.
We know that it’s not easy to talk about your money.
The first time we meet with someone, the most common thing they say is to offer some sort of apology or explanation for not having more money. There’s a weird embarrassment/discomfort thing that happens when we talk about our money. We want to let you in on a little secret. No one has as much as they think they should at “this stage” of their life.
We get it. And we don’t care.
We don’t care how much you have today. We care how much you want to accomplish. And we want to help you make it happen.
We recognize that choosing a partner to help you bring your goals and dreams to life is a very personal and important decision. We like to go old school and actually get together and get to know one another. We believe that we’ll know if we’re the right fit for one another if you’ll give us a little bit of your time and share yourself with us. We promise to do the same.
If you’d like to get together, hear more about our work with other clients and how we might be of service to you — give us a call at 515-650-3009 or shoot us an email to schedule something.