Introductory Phone Call

Please 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.

Discovery Meeting

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.

Onboarding Meeting

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

513-984-6696 | 800-542-4198