Start the Process: Get Organized, Simplify and Preserve Your Wealth.
We want to hear about your financial situation, the goals you want to accomplish, and any challenges you're facing. On this 45-minute phone call, we'll also share how we can help you do more with your money, and answer any questions you have.
Request your complimentary consultation
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Fundamental Wealth builds your one-page financial plan
During the last 15 minutes of your initial consultation, we'll gather financial details and data points so that we can create your complimentary one-page financial plan. We'll deliver that plan to you in our follow-up session (which we'll schedule together before the end of our first call).
For our second meeting together, we'll set up a 45-minute in person or video call and walk through your plan together to identify opportunities, urgent action items, or any issues. We'll also discuss working together with Fundamental Wealth to develop a full plan with ongoing support.
Review the plan together
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Start your Wealth Management journey
We are looking for long-term relationships, not quick transactions. If you'd like to partner with Fundamental Wealth we’ll send you our service agreement expectations. Once set up, the Fundamental Wealth team will work with you to gather important details to create your financial foundation and schedule your first full session with your personal financial advisor.
Our 5 Core Principles:
Your CFO
Our mission is to become your Chief Financial Officer. If it has a $ sign involved, we are here for you.
Align your Finances
We will work with your other professionals to balance your best interests with your desired outcomes.
unbiased Advice
We provide independent, unbiased advise that puts your families interests first.
Educate & Empower
Financial education is at the core of what we do, and it is key to helping you make informed financial decisions.
Simplify
We are committed to providing sound, personalized, actionable advice delivered in plain English.
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Devoting ourselves to our client's interest first has always been our highest priority.