Our primary goal in this meeting is to create a safe environment where you feel comfortable to be yourself and share what's on your mind. Hopefully, we'll have a meaningful conversation around your life goals. The better we can learn about you, and you learn about us, the more confident we can feel about our potential relationship. We want to make sure we are a good fit for each other.


Step One: Schedule

Schedule your complimentary 1-hour Zoom or In-Person meeting with this link:

Schedule Appointment


Step Two: Getting to Know You

Please review our Introduction packet. Then complete & return the Introduction form for us to get to know you better prior to our first meeting. Email the Introduction Forms to inform@wealthcg.com and we will reach out to you prior to your meeting with us for a quick introduction.

Introduction Form Download


Step Three: Meet and Greet

This is a time for us to get to know each other better. You may have something specific on your mind you want to discuss, or maybe you are unsure what questions to ask or even what a Certified Financial Planner professional can help you with.