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We understand the challenge of finding the right financial professional to provide the advice you need
We appreciate the uncertainty of knowing what to expect: the process, the benefits, and the cost
Entering into an advisory relationship is an important decision that has significant lifelong implications
For this reason, we offer a no-charge, no-obligation, and no-pressure introductory consultation
Unlike most advisory firms, we won’t ask you about the size of your investment portfolio, your net worth, or any financial statements before or during this meeting
HOW IT WORKS
What to expect after scheduling an Introductory Consultation
1Introductory
Consultation
During this one-hour meeting, we will discuss your financial goals, objectives, and concerns. It's important for us to understand what you want to accomplish, what's important to you, and what concerns you may have.
2Written
Proposal
If we're in a position to help you and a good fit, we will offer to prepare a written proposal tailored to you and your situation. In plain english, we will outline what you can expect from working with us, our fee, and next steps.
3You
Decide
You take whatever time you need to make your decision. You should determine if: 1) our approach meets your needs; 2) you have confidence that we can deliver the results you seek; and 3) the benefits outweigh the cost.
GETTING STARTED
If you decide to move forward, we will be honored to work with you. We will reach out to set expectations for the process.
If you decide that we're not a good fit, for whatever reason, we will thank you for your consideration and wish you the best.
It's that simple.
SCHEDULE YOUR INTRODUCTORY CONSULTATION
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Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFA in the rendering of personalized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption.