We’re super excited that you’re interested in working with us! Please take a few minutes to fill out the questions below. Filling out this form does not commit you to anything, but it does start the process. These questions provide us with a good sense of your goals and help us determine if we’ll be a good fit for each other. Once you’ve submitted this form, we will personally review everything and Michael (our amazing office manager) will get back to you on the next steps. Normally this will be a link to schedule a phone consultation to help you understand our process, review your situation, and determine if we’re a good match. Thank you for your interest in us!
- The Merino Wealth Team