The P2P Process

TM

(The "Pathway To Partnership" Process)

We understand how challenging it can be to find the right financial advisor to work with.  That's why we created this process.  We've designed it to give both you, and us, a framework for making an educated and informed decision about working together. Of equal importance, this process will provide you with a customized financial assessment that details how you can improve your retirement success.

For those who are potentially a good fit for our firm's expertise, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

STEP
1.
STEP
2.
STEP
3.

Initial Phone Call

First Office Meeting

Our Analysis

STEP
4.
STEP
5.
STEP
6.

Second Office Meeting

Sleep On It

Third Meeting/ Getting Started

If this process makes sense to you and you would like to schedule your initial phone call (Step 1 above), click here:

If you haven't had the opportunity yet, be sure to meet your team.

2030 Terry St. 

Suite 103

Longmont, CO 80501 (map)

(720) 204-5500

(719) 960-4688

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