30 minutes
Jake Portock

30 min Introductory Zoom Call for College Coaches

A no-pressure call to see if our approach aligns with your needs as a coach. We'll cover your goals and current setup at a high level, what matters most right now, and how my process works for coaches (including fees and timeline). This meeting is for determining fit--no personalized advice will be provided. If we're a fit, we'll discuss next steps; if not, we'll part as friends.

30 minutes
Rock Bridge Financial Advisors, LLC

630 E. Green Meadows Rd.

Columbia, MO 65201

573-875-8005



Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.

Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

Cetera is under separate ownership from any other named entity.