Dan Funderburk CFP®, CKA®

Introductory Phone Call

Just have a few questions for us to see if we have what you are looking for? Book this introductory phone call for a quick chat with a financial advisor. If you like what you hear, we can schedule an initial consultation meeting and get into more details of what working together would look like.

30 minutes
30 minutes
Dan Funderburk CFP®, CKA®

Introductory Phone Call

Just have a few questions for us to see if we have what you are looking for? Book this introductory phone call for a quick chat with a financial advisor. If you like what you hear, we can schedule an initial consultation meeting and get into more details of what working together would look like.