Schedule a Free Consultation
We invite you to participate in a free consultation. Our free consultation is designed to help identify the best path for you to achieve your wealth and tax goals. This may include working with us and/or identifying others who can help you achieve your goals.
More on Our Free Consultation
Step 1: Schedule your free consultation
We suggest scheduling your consultation as soon as possible as consultations are typically scheduled 2-3 weeks out.
Step 2: Send us your documents
We want to be able to talk specifics with you during your consultation. In order to do this, the following documents are needed:
1. Completed ProVision Organizer
Our organizer is conveniently provided online.
2. Your most recently filed U.S. tax returns
You can upload, fax or email your returns to us. If you do not file U.S. income tax returns, then you can disregard this item.
Step 3: Enjoy your free consultation
We look forward to having you participate in our free consultation! We set aside this time specifically for you to answer your questions and provide you with our suggestions.
Please note: Consultation calls may be monitored or recorded for quality assurance.