Schedule a free 30-minute introduction call

What to Expect in Your 30-Minute Introductory Call

At Custom Fit Financial, our 30-minute introductory call is an informal, no-pressure opportunity to explore how we might work together on your financial goals. Our focus is simply on getting to know each other and determining if there’s a mutual fit.

Here’s what you can expect:

• A Casual Conversation: We’ll chat about your financial aspirations, challenges, and any specific goals you have in mind. No need to bring financial documents; just come as you are and share what’s important to you.

• An Overview of Custom Fit Financial’s Approach: We’ll give you insight into our fee-only, client-centered approach, which prioritizes transparency and integrity. This is your chance to ask about our services and understand what working together would look like.

• No Pressure or Obligation: This isn’t a sales call. Instead, it’s an opportunity to ensure our services align with your needs. If we decide to move forward, great! If not, we respect your decision and won’t follow up with unwanted emails or calls.

• A Virtual Meeting for Your Convenience: Since we’re a virtual practice, our meeting takes place online, allowing for flexibility and ease of scheduling, regardless of where you’re located.

Ready to get started? 

Book your 30-minute introductory call today to see if Custom Fit Financial is the right fit for you!