Let's explore working together.

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All initial advisor meetings are complimentary and free of any expectation of commitment. This first meeting, or phone call, is an opportunity for us to explore working together.
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There's an old saying in business that goes "People do business with people they know, like, and trust." This is as true today as it has always been. But there are two other factors that are just as important.

Comfort and Confidence

You have to be comfortable with your advisor and your advisor has to feel comfortable with you. The advisor-client relationship is one in which there will be many deep and often times, intimate conversations over the years. 

You also need to feel confident that the advice and guidance you are receiving is sound. At Course Pilot Financial every investment strategy is rigorously tested over a thousand possible outcomes. This process is continuously updated every quarter to ensure we stay on target for you to achieve your goals.