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We understand the challenge of finding the right financial professional to provide the advice you need
This page explains how we work together and what you can expect if you choose to move forward. Our approach is planning-first, transparent, and designed to help you make informed financial decisions without sales pressure.
HOW IT WORKS
What to expect after scheduling an Introductory Consultation
1Introductory
Conversation
We begin with a no-charge, no-obligation conversation to understand your situation, goals, and concerns. This meeting helps determine whether working together makes sense and whether we’re the right fit for each other. No commitment to move forward.
2Written
Proposal
If we’re a good fit and able to help, we’ll offer to prepare a written proposal tailored to your situation. In plain English, it will outline what you can expect from working with us, our fee, and recommended next steps. This ensures you have clarity before making any decision.
3You
Decide
Take whatever time you need to make your decision. Consider whether:
- our approach and working style align with your needs; and
- the value of our services outweighs the cost.
GETTING STARTED
If you decide to move forward, we’ll outline next steps, confirm expectations, and guide you through the preparation needed to begin the planning process.
If we decide we’re not a good fit, that’s perfectly fine. We’ll thank you for your time and wish you the best.
It’s that simple.
SCHEDULE YOUR INTRODUCTORY CONSULTATION
© 2005-2026 Etzler Financial Advisors, LLC
Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt or otherwise permitted by law. Information on this website is for informational purposes only and is not intended as a solicitation of advisory services in any jurisdiction where EFA is not properly registered or exempt. Personalized investment advice is provided only after complying with applicable registration requirements or pursuant to an available exemption.