Introductory Phone Call
Thank you for taking the time to learn about us. We look forward
to learning more about you. We are happy to provide answers or point you
in the right direction to help you move forward, even if it is not ultimately
with us.
Always feel most welcome to call us at
513-984-6696.
Discovery Meeting
This is a time for us to dive further into the details of your situation
and carefully listen to your family’s priorities and hopes for the future. We want you to feel comfortable and we’re here to answer any and all
questions you have about how we help clients like you through all of life’s
phases.
Onboarding Meeting
If you decide to partner with us, we will begin to develop a thorough
understanding of your current situation and your goals through a series of
conversations, and then 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