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Request an Assessment

Sign up for up to a two-meeting assessment with a Certified Financial Plannerâ„¢ today! Submit the form below or call us directly at (304) 760-6000. The meeting(s) allow us to get a clearer understanding of your goals, concerns and financial situation and allow you to learn how we operate and how we work with clients.

There is no cost or obligation for the first or second meeting (if one is held), or the work we agree to perform in order to present an assessment in the second meeting unless you engage us for more extensive services through our client agreement.