We do not charge for the initial consultation. Call us at 1.800.422.0627 (801.364.5600) to schedule this consultation. We are in downtown Salt Lake City. It is an easy drive. Directions. We are also one-half block from a TRAX station. There are great restaurants and wonderful shops within walking distance. We validate your parking. We are willing to meet you in the parking deck and walk you to our offices. Offices. We are also happy to initially meet with you in the offices of a trusted advisor.
Before we meet together in the initial consultation, we ask you to do the following homework:
- Study all parts of this section regarding The Process.
- Pay particular attention to the parts of this section titled "Prepare for the Initial Consultation" and "Participate in the Initial Consultation."
- Study the section on the home page titled "Costs."
- Complete three forms we provide online or by email when you call: (a) "Your Thoughts"; (b) "Contact and Family Information"; and (c) Asset List.
Doing this homework will save you time, energy, and money.
