Need to run something by me or just have a quick question? This short phone meeting is a convenient way to check in, clarify next steps, or talk through something on your mind. I’m here to help!

This Zoom meeting is to help you with all of your new accounts and navigating through the tech systems we have here at Tenacity. We will be going through Schwab Alliance, the Financial Planning Portal, GReminders and any other questions you may have.

In this meeting, we’ll take a deeper dive into your financial goals, personal values, and current assets. We'll also discuss how we work together and what a successful investment plan looks like for you. Following our conversation, we’ll prepare and send you a preliminary proposal tailored to your unique situation.

In this meeting, we’ll take a deeper dive into your financial goals, personal values, and current assets. We'll also discuss how we work together and what a successful investment plan looks like for you. Following our conversation, we’ll prepare and send you a preliminary proposal tailored to your unique situation.