No Cost, No Obligation
We understand the importance of discovering if we’re the right fit for your unique needs. There’s no pressure, and never any hard feelings if you decide to move forward in a different direction.
No Salesmen in Disguise
We’re a fee-only firm. Fees start at 1% of assets and tier down as your assets grow. We have a fiduciary duty to act in your best interest, meaning we’ll never try to sell you on a product or push you towards a strategy for our own financial gain.
Quick 15-Minute Call
In 15 minutes, we want you to get your biggest questions about our firm answered and leave you feeling confident in our abilities to bring value to your financial life.
Sterneck’s Getting Started Process
We’ll start things off with a 15-minute phone call to help both you and us decide if we’re a good fit for one another. We’ll discuss your areas of financial concern and what we can do to help alleviate your worries.
We believe in the importance of meeting face-to-face as we begin to take a closer look at your financial situation. During this meeting, we’ll discuss the strategies we will pursue to ensure you reach your short and long term personal and financial goals.
Take all the time you need to think over the strategies we’ve presented and the ways we can add value to your financial life. Give us a call if you have any additional questions. Talk with your spouse or family members to make sure everybody is on board.
Once you’ve decided we’re the right firm for you, we’ll complete the necessary paperwork and then get to work implementing your custom investment and planning strategies.
It’s Time to Schedule Your 15-Minute Call
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