While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this initial call, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
The first step is to schedule a complimentary 30 minute call with Tiffany. You may use the link below or email info@berglandwealth.com.
You can also use the form below to share whatever concern is on your mind.
(This form is not meant for sharing sensitive or personal materials)
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