As I explained on the show, I’m looking to help an additional 5-7 clients this first half of the year. If you are interested in formulating a partnership with a financial planner, please enter your information on the form below:

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By entering your information above, you request be contacted to have a conversation about you, your vision, and your challenges. I will answer all your questions and give you my best advice. This IS NOT a pitch or sales call. You CAN NOT retain me as your advisor after this call.

If we both agree we might be a great fit, there is a formal Application/Assessment process that prospective clients need to undergo.

Thanks – Mike