I am ready to take control of money and would like to start working with More Time Financial.
Our initial process:
- An Initial 15 -30 min chat (via phone call) | A complimentary chat to find out what you are looking for and if we think that we will be able to help
- Tell us about You | Complete a Financial Health Check & an About you Questionaire
- A 90 min Initial Discovery Meeting (via online meeting) | To assess what you are looking to achieve, what is holding you back and where you are currently at, financially. We will provide you with some information and resources that you can use to improve your current financial position as well as walk you through our financial advice & coaching options and outline how we may be able to help you.
- We charge a $149.00 initial meeting fee and 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 in the future.
- 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.
- 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.