19230 Stone Oak Parkway,
Thank you so much for your interest in trying to improve your financial future and exploring if we could be a good fit for each other.
We have provided the material below to give you a sense of our engaging Financial Planning process. We believe by taking the time to better define your complexity and the things you're trying to accomplish, we can then go through an organized process to understand:
To determine if we're a good fit for each other, we'd ask that you be open with all questions and willing to do a brief amount of homework so we can properly understand your situation.
This initial meeting is a no obligation, no cost meeting for us mutually to better understand each other's situation and skillset. If at the end of that meeting we feel that we're a good mutual fit, we discuss steps that we take to onboard clients.
Respectfully,The CCWM Team