Let’s Talk

We have state-of-the-art meeting facilities (for clients nationwide) located at our headquarters in Denver, Colorado.

We are happy to “meet” with you anywhere in the world via the phone and Internet. With clients located all over the country and traveling all over the world, this is a common way to meet. Phone/web meetings also make it possible for two external meeting participants in different locations to see customized documents real-time as an advisor presents them. So, you and your spouse can attend a phone/web meeting together, even if you are in different locations at the time of the meeting. If you have Internet access and a telephone nearby, the rest is simple.

Call Cathy Wegner, our Director of New Client Engagements at 303-339-4480 to begin the conversation. She will get acquainted with you and answer your immediate questions. Then, if appropriate, she will schedule a phone/web Discovery Session with you to meet with some of our pros to review your situation and goals and give you and us a better idea of how it might make sense to work together (or not). We do our best to add value and help you see opportunities for improvement.  Our team is  well prepared to quickly zero into an appropriate game plan forward. This helps assure you and us that we are in fact a good fit and have a great game plan for a value-added long-term relationship.

When meetings are phone/web, a day or two prior to the session, you will receive meeting materials via Federal Express. Also prior to the session, we will send you an email with a meeting link and we will call you on phone number(s) you specify. Answer our call and click on the link and we’ll be connected. It’s that easy. You will be amazed at the quality of sessions and may come to like them more than face-to-face sessions. This said, we have a state-of-the-art meeting facility and are happy to make arrangements for a meeting at our headquarters in Denver Colorado. We have clients across the country and would be happy to arrange a phone/web or Denver Headquarters session.