Your Consultation is Scheduled

Here are your next steps to prepare for your consultation.

1. Watch the 1-Minute Video

For your free consultation, you will be meeting with our Director of Risk Management, Mike Reilly. In this short video he will be explaining to you what you need to know in preparation for your meeting.

2. Grab Your Risk Score

This short questionnaire will help us determine how much volatility you can tolerate in your portfolio without causing you stress. This number is key to your consultation with our advisor.

3. Add to Your Calendar

Please be sure to click the link in your confirmation email to add your meeting to your personal calendar as a reminder. If you need to reschedule or cancel your meeting, you will find links in that email as well.