How do we handle your referral?
We never assume that your referral needs our service, but the sharing of goods ideas is worth a conversation, right?
Most people like it when others think of their best interests and are open to the type of work we do and the sharing of ideas and financial strategies that may benefit them.
We'll offer a one-hour consultation at our Mechanicsburg office or a Zoom/online meeting. The meeting will end with them having better financial clarity on where they are now and where they want to go.
At the very least, they will have someone they can go to in the future when the timing is better, or the circumstances change.