What Happens in a First Financial Planning Appointment
Starting a conversation about your finances can feel overwhelming. That's why at McBeath Financial Group, we make your first interaction with us easy and stress-free. This introductory phone call is your first touchpoint with us and an important step on your path toward becoming a client. Want to know more about the full journey? Check out our Path for Becoming a Client.
Why a Phone Call First?
Your comfort is our priority. We know that diving straight into financial discussions can be daunting. Our initial phone call aims to alleviate any reservations you may have. It’s a get-to-know-you session, where we listen to your needs and answer some of the questions you might be hesitant to ask.
What to Expect
In our short, friendly phone call, we aim to understand your goals and answer any questions you have. No hard-selling, no pressure. Just a genuine conversation to see how we can assist you in meeting your financial objectives.
Ready to Chat?
If you've been putting off financial planning because it seems too complicated or intimidating, this is your sign to take the first step. A simple phone call is all it takes to start a relationship with a team of financial professionals who are committed to helping you achieve your financial dreams.
Krista McBeath is an Investment Advisor, Chartered Financial Consultant, a Licensed Insurance Advisor, a Fiduciary, and an experienced tax advisor who specializes in financial planning, investments, and insurance. She utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help her clients avoid a future tax time-bomb. Whether this means enjoying more of your hard-earned money in retirement or passing along assets to loved ones with less tax burden, planning makes the difference.
Her Amazon best-selling book, The Generational Wealth System outlines a holistic approach to preserving lifestyle, wealth and legacy.