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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 One

Step 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 Two

Step 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 Three

Step 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.