Introductory Phone Call
schedule an introductory phone call with one of our Wealth Advisors to
understand your needs and see how we may be able to help you. We promise we will not pressure you in any
way and will point you toward the best solution for your situation, even if
it’s not us.
You should also feel free
to call us now at 513-984-6696
If it makes sense
after an initial phone conversation to have a more comprehensive discussion, we
would enjoy an opportunity to get to know you and gain a deeper understanding of your families’ situation, priorities
and hopes for the future. This initial meeting and analysis typically lasts
around 90 minutes and comes with no obligation to use our services. We want you
to feel comfortable and will take the time to answer any and all questions you
have about how we help clients like you and what a partnership looks like.
If you decide to partner with us, we will promptly get started to fully understand your current situation, your goals, and provide white glove service in setting up and transferring accounts, and building your Total Wealth Plan together. We are happy to share a brief outline of the new client onboarding process
to better set expectations.
If you prefer to send a message instead of scheduling a call, that's fine too! We promise to respond quickly.
Total Wealth Planning
4665 Cornell Rd, Suite 160
Cincinnati, OH 45241