Major inflection in points in life often have financial implications that are complex and require the guidance of a trusted advisor. Taking the first step doesn’t have to be complicated, scary, or overwhelming. This is not a sales call, there is no pressure, and there are no decisions to be made. Our goal is for you to leave our first call with some answers and direction.
What can you expect during our conversation?
We will explore some of the following topics with you:
What prompted you to reach out to us?
What are your concerns and goals?
What are you looking for in an advisor?
Do you feel like you are on track to achieve your goals?
Of course, we also welcome any other questions you may have.
Ready to Get Started?
You can either give us a call or schedule an appointment directly.
Commonly Asked Questions
What are some of the life events that often signal the need for an advisor?
There are many situations that could prompt a call with a Wealth Advisor. Some of the more common scenarios we see are:
- Navigating a life transition such as retirement, inheritance, divorce, death of a spouse, caring for aging relatives, or planning your legacy.
- Lack of time and/or expertise for an increasingly complex financial picture.
- Concerned about your current portfolio holdings or diversification.
While this is a selection of situations that we commonly see, we are more than happy to discuss any financial concerns.
Who will I be working with?
For your initial conversation, you'll be speaking with one of our Willow Creek Wealth Advisors. Curious about who you might be working with if you decide to work with Willow Creek? You can learn more about each of our Advisors on our Team Page.
How do I schedule an initial conversation?
For the initial conversation, we'll schedule a phone appointment with you for a day and time that works best with your schedule. Ready to get started? You can schedule your initial phone appointment by calling our office (707-829-1146) or by scheduling an appointment directly through the link above.
How can I prepare for my initial conversation?
To help make our conversation as productive as possible, we've created a checklist of information that may be helpful to have available. This includes items like account statements, investment details, and questions you'd like to discuss. Download the full checklist here.