Thank you for your trust in us in recommending your friends, family, or colleagues for their personal finance needs. We are honored by the fact that most of our new clients come to us from introductions from our existing clients like you.
We understand that talking about money with other people can be difficult and that recommending financial solutions can be awkward. For that reason, we have made the process as easy and comfortable as possible for you while still allowing you to help your friends, family, and colleagues take the necessary steps toward smart financial decisions that may change their future.
How to make an introduction
When you are ready to recommend us, we are open to whatever method is most comfortable for you:
Setting up a joint coffee or lunch meeting
Having us contact your friend directly
Giving your friend our contact information
However, most of our clients prefer to send an email or text with a link to the Welcome, Invited Guests page of our website that gives them an overview of what we do and how to take the next steps. By doing it this way, we will offer them a no-obligation introductory meeting to discuss whatever is on their minds—a service offered to only friends and family of our clients.