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Thank You For Scheduling Your Next Meeting with Nate

We thought it would be helpful for you to have access to resources that we'll use as we work through the process together. Find the step you are on and the coordinated resources for each. Feel welcome to look ahead!

Getting Organized Meeting

We look forward to a long and prosperous relationship. In this meeting we will get to know your goals and evaluate your current finances while exploring your long- and short-term needs. Doing so will allow us to work towards developing your customized plan.


Questions to Ask a Financial Advisor

Strategy Meeting

We'll come together to review our findings and provide action-oriented recommendations in a simple format. We can also discuss what is needed from you moving forward and answer any questions you may have about your customized financial plan. We're happy to get started right away, or take some time to think it over if needed.

Action Meeting

Ready to put your personalized plan into place? We’ll get started on the actionable next steps.