Introductions
Every responsible adult should have access to sound financial advice. So we invite our clients to introduce us to people they know. No cost, no obligation, no pressure.
Please enter your contact’s info in the form. We appreciate all referrals and promise to treat them with the utmost respect.
What They Will Receive
ONE intro text and/or email.
Explains what we do, invites them to meet for coffee. We will mention your name, but nothing else about you.
ONE follow-up phone conversation.
We’ll talk to them ONCE, clarify any details, and restate the coffee invitation. If they’re willing, we’ll meet with them. If not, we’ll ask them if we can stay in touch, and we’ll respect their wishes either way.
That's it.