How do I get started?
Schedule an Initial Consultation
Don’t know what comes next?
Our first step is to simply meet and discuss your current financial situation, upcoming financial needs and future goals. Appointments can be set up by phone, email and walk-ins are also accepted.
We will discuss:
- Income and budget
- Spending habits
- Loans and credit cards
- Current investment portfolio
Establish a Plan
Ready to get started but don’t know where to begin?
Based on information from our initial consultation, we will schedule a second appointment to discuss your options and determine what to do moving forward.
Client Options with BlueSafe:
- Partner with BlueSafe. As an ongoing client with BlueSafe you’ll have direct access to your advisor any time you have questions or require service on your accounts.
- Purchase an investment plan. For a one-time fee we will create an individualized portfolio plan that allows you to take our suggestions and control your own financial assets and investments.