What to Expect Working With Ernie
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.
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.
Discuss the details of recommendations and decide if we want to implement them together.