Contact Us to Take Advantage of Our Three-Step, No Obligation, Discovery Process.
Contact Us
01
INTRODUCTORY CALL
Connect via phone or virtual meeting to discuss what you are looking for and how we work with clients. We answer any initial questions you have such as services offered and fee structure. If next steps are appropriate, we will set up a Discovery Meeting.
~15–30 minutes
02
DISCOVERY MEETING
This meeting is all about you. We want to understand your situation, your questions and what is important to you. We will request documents and statements as needed at this meeting so that we can take next steps to build out a proposal.
~1-2 hours
03
PROPOSAL MEETING
Using information and documents obtained during the Discovery Meeting, we will build out and present a plan customized for you. This plan will likely include an Investment Proposal and Preliminary Retirement Cash Flow analysis.
~1-2 hours
Trio Wealth Management
774A Walker Road
Great Falls, VA 22066
Michelle Phone 703.459.9171
Kevin Phone 703.459.9176
Email [email protected]
Get in Touch!
You can get in contact with Trio Wealth Management by entering your details and request below. We will get back to you as soon as we can (usually this is within 24 hours).
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