Free Financial Consultation
At a High Level
Summit Wealth creates custom financial plans that make it easier for you to make financial decisions and stay on track to meet your goals. Whether it’s saving for retirement, putting the kids through college, or buying that 2nd home you’ve always dreamed of, or something entirely unique to you, a Certified Financial Planner can help lead the way.
What to Expect
Depending on the complexity of your situation, we’ll typically start with an introductory phone call with one of our Certified Financial Planners. Every call is different, but we’d recommend you leave at least a half an hour available.
We’ll provide an overview of what we do, we’ll start getting to know your financial ecosystem and we’ll answer any questions you might have – basic or complex. There is no sales pitch. Our goal is to simply help you decide if coming in to sit down with us for a detailed review of your finances is a valuable use of your time.
The Summit Team has experts in several different areas and we legitimately want you to take something valuable away from our first conversation. In order to determine who on our team would be best for your consultation, it’s helpful if you provide us with some basic information about what you’re working towards and what you’d like to get out of working with a CFP®.
Once we know who you are, we’ll provide a link to our calendar that allows you to choose a day & time that works best for you.
Please note, once we receive this information we will email you to schedule your initial consultation, which may be in person or over the phone.
We value your time and respect your privacy. We will treat your inbox as if it were our own.
If you’d prefer, don’t hesitate to simply give us a call at 925-927-1900 to schedule a consultation.