connect with a financial guide that meets your needs.
Let’s build your path.
1
determine your trail head.
We’ll take inventory of your assets, liabilities, current financial standing, and get to know you personally.
2
identify your destination.
Our team will guide the conversation to clarify details around your retirement goals.
3
set out on your designed path.
We’ll build a path for you to implement, and cover the value of our team as your guide to financial peace.
"as your guide, i’ll build the path - your role is to follow the map. when you are faced with forks or barriers on your trail, i’ll be here to help."
-ROBERT (BOBBY) J. STEWART, JR., FINANCIAL ADVISOR
FAQs
WHAT can i expect in our initial meeting?
When you first connect with our team, we want to get to know you personally, and for you to get to know our team. For us to travel your path to financial peace together, there has to be synergy.
what information do i need to bring?
Having the right information gathered for your first meeting is helpful, but not required. Our team will follow-up with any missing components that we need to gain a clear understanding of where your path starts. We’ve put together a helpful checklist to get our conversation started on the right foot. CLICK HERE to download our financial trail head checklist.
how much does it cost to hire your team as my guide?
Every path to financial peace looks different. Depending on your needs, our fees range from 1.5-2% depending on your designed approach. We’ll cover the break down of fees for our process utilizing our experienced guides.