Getting Started

As you consider your options with hiring a wealth advisory firm I invite you to get to know Coast Wealth Management.  Selecting the appropriate firm to work with is a very important first step in planning to meet your financial goals.  You want to select a company that is competent, ethical, proactive, and one that you feel personally comfortable working with for the long term.
I encourage you to spend some time on this website.  You will get to know me and some of the ways I provide solutions for my clients.  You will also notice that I seek out long-term relationships with the people that hire me.  A part of the planning process involves getting to know one another to better understand not just your financial goals but also your values and personal interests.

The first step starts with a phone conversation or a meeting to see if we are an appropriate fit for each other.  After the initial meeting, if we are going to move forward we would schedule a discovery meeting to start the planning process and  execute the Wealth Advisory Agreement.

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