What Happens Next?
Check Your Email
A confirmation email is on its way. It includes a calendar invite and Zoom meeting details (if applicable). Please accept the invite to ensure the meeting is saved on your calendar.
What to Expect in Our First Meeting
This conversation is about getting to know you—your family, financial goals, and how we may be able to help. It’s also a chance for you to learn about us. No preparation is required. If we move forward with a follow-up meeting, we’ll request any necessary details for your tax and retirement gap assessment.
Need to Reschedule?
We understand that plans change. Since we have a limited number of meeting slots, please use the custom link in your calendar invite to reschedule or cancel if needed. If you can’t find the email or link, contact us at info@financial-north.com or call 818-208-6992.
Want to Learn More About Us?
We look forward to discussing our firm, history, and philosophy in more detail. In the meantime, you can learn more about our services, team, and frequently asked questions here:
We look forward to speaking with you soon!
Financial North Partners