Thank you for taking the time to fill out the form.
This is what you can expect next:
- Our advisors will review your tax returns and update your financial plan using these most recent numbers.
- More importantly, we will give our overall observations, feedback, and recommendations for financial planning opportunities.
If you have any questions in the meantime, feel free to reach out.
Jake Norton | Financial Planner
Call | Text | Fax 602.777.3327
To have access to my personal calendar and schedule a time to chat on the phone that is most convenient for you click this link: https://calendly.com/stewardshipjake/phone