What to Expect When You Contact Us
Let's start with a conversation over the phone. We are easy to get to know and love having Cogent Conversations with people who are motivated to simplify their financial lives. We will talk about:
- Why are we talking?
- What are some of things you are concerned about?
- What are pressing issues that need to be addressed?
- Where are you personally and professionally?
We work best with families for whom we can make a significant impact upon their financial future. If we agree together to continue our conversation, we will send you some information about our firm and how to be prepared for the EXPLORE Discovery Meeting.
- EXPLORE Discovery Meeting - We will meet in person or via Zoom and spend 1-2 hours getting to know you and collect details about your financial life.
- Then we get to work – preparing ___ and ____ that we will present to you within a month. Then we meet again and present you with your unique Cogent Course of Action.
- We can agree to move forward and work together at this time OR whenever you are comfortable engaging The Cogent Advisor.
- View our defined wealth management process here
Get Started Now
- Click Schedule Your Consultation
- Choose a time that works with your schedule
- We will confirm the time with you
- We will call you at the designated time and talk for up to 30 minutes