I am ready to take control of money and would like to start working with More Time Financial.
Our initial process:
- Tell us about You and your Goals | Complete a Financial Health Check & an About you Questionaire
- An Initial 15 min chat | To find out what you are looking for and if we think that we will be able to help
- A complimentary 60 min Initial Discovery Meeting (via online meeting) | To assess your current financial situation and walk you through our financial planning process.
- More Time Financial is a fee-only financial planning firm which means we do not receive any form of commission or remuneration from financial institutions or charge asset-based fees.
- Our fees range based on the complexity of your situation. After our initial meeting, we will send you an outline of how we think we can help and what it will cost you. You can then make a decision about whether they wish to work with us.
- If we don’t think we can add more value than the advice will cost then we will be upfront about that as well.
I am unsure how More Time Financial can help me and would like to find out more.