We try to make it simple to explore whether SJ Boyle Wealth Planning is the right place for you. After all, learning about our process helps us both learn whether what we do is what you need.
Here are the highlights:
Let's start with a 15 minute phone conversation. If we agree it makes sense, let’s follow up with a Team Meeting. Our team meeting last about an hour where we can get crystal clear about your needs. We then go to work using all our resources to determine exactly what we can do for you. We put pen to paper and put it all in writing. It time for us to meet again! Visit with us so we can present our ideas. You decide! It’s up to you! We can start right away or begin when you are ready. But you know the plan before you decide.
All of this is complimentary. No obligation! We are looking for long term relationships so we want you to be sure we are the right fit!