Discovery Meeting

This complimentary introductory meeting is an opportunity for us to get to know each other and determine whether working together makes sense. We’ll talk through your current financial situation, what’s important to you, and the questions or concerns you’d like to explore. This meeting is scheduled on a first-available basis to allow for timely availability.

Discovery Meeting

This complimentary introductory meeting is an opportunity for us to get to know each other and determine whether working together makes sense. We’ll talk through your current financial situation, what’s important to you, and the questions or concerns you’d like to explore. This meeting is scheduled on a first-available basis to allow for timely availability.

Where would you like to meet?

Aligned Wealth Group - 3621 Discovery Pkwy; Ste 123; Columbia, MO 65201

Microsoft Teams

Phone Call

The Callaway Bank in Fulton - 5 E Fifth St, Fulton, MO 65251