Introductory Call Confirmed
What To Expect
The introductory phone call should take no longer than 30 minutes. Paul Cochran or Garrett Crawford will call you at the phone number you provided. The goal of this phone call is to determine whether we’d be a good fit to help you in your situation.
Risk Tolerance Questionnaire
If you haven’t completed our 11 question risk tolerance questionnaire, we would appreciate it if you could do that before our phone call. This provides us some context about how feel you about risk right now. It shouldn’t take you more than 3-4 minutes and once you finish, the results will be sent to us automatically for review before our discovery call.
Anything Else?
If you would like to provide any financial summaries or statements for context during our discovery call, you can upload them to our secure document portal using the link below.