What to Expect Working With Ernie
STEP 1
A complimentary introductory call to see if we are a good fit for each other. No commitment... just a conversation to see if you are a good fit for our services.
STEP 2
If we decide to move forward, we'll get crystal clear on your wishes, goals, and concerns. I'll then request some pertinent financial info needed to give you a simplified list of recommendations.
STEP 3
Discuss the details of recommendations and decide if we want to implement them together.
