No obligation-three step process
We’ve created a simple, no obligation three-step process designed to help us learn about what brings you here today and help you determine if we’re the right fit for you.
❶ Step OneStep one is a no obligation 15-minute meet and greet. This can be held in person, over the phone or through a face to face virtual meeting. We want to hear about what’s on your mind, your financial situation, goals and concerns.
❷ Step TwoStep two is where we organize and analyze financial information pertinent to your concerns. We may request documents such as statements, tax returns, Powers of Attorney as well as a copy of your Will and/or Trust.
❸ Step ThreeStep three is a presentation of our analysis, recommendations and a plan for ongoing direction and guidance. At this point, together we decide if we should begin a working relationship.
Thank you for considering Couch Investment Management, LLC and please use the calendar below to schedule your 15-minute meet and greet.