Working with an advisor should be simple.

A simple 3-step process to getting started:

Schedule a Get to Know call

This is a short call for us to get to know each other. We will go over all your questions and wishes for the future.

Meet with David

In this meeting, I’ll share how I work with clients and what you can expect as a client. We will also decide if we are a good fit.

Think it over

After our meeting, I’ll send you an email summary of our call outlining all the details. I’ll also ask you to simply think it over.

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