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WORKING TOGETHER

FIT CALL

Financial Collaboration

Get to know each other to determine if we’re a potential fit.

INVESTMENT CALL

Learn about the power of diversification.

COLLABORATION

  • Quarterly calls with Randy

  • Portfolio progress monitoring

  • Evolving financial planning review

  • Everything financial that comes up in your life  

On demand

  • Unschedule calls. You have questions or situations that occur. I answer the phone.

  • Unscheduled emails. Fire off emails as needed, I respond quickly (sometimes in the same minute).

  • You never have to deal with a support person.

  • Hour-long calls at your convenience.

FINANCIAL PLANNING

  • Cash flow planning

  • Long term withdrawal strategy

  • Estate planning review

  • Tax minimization strategies

TAKING ACTION

  • New account application

  • Financial planning questionnaire

  • Charles Schwab DocuSign

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