I’m interested in a career in financial planning. Can we meet to discuss how I can get started?
We get this question so frequently now that, unfortunately, we can no longer afford to give away our time (it wouldn’t be fair to our paying clients, those in our mentoring program, or our families).
We do, however, offer a mentoring program in which we can offer you valuable advice about the industry for a reasonable fee. This program is available on a limited basis. Please contact us via e-mail if you are interested.
