FOUR STEP PROCESS TO BECOMING A CLIENT
Everything we discuss will be strictly confidential.
STEP ONE: REVIEW WHO WE WORK WITH
While each client is unique, we find most of our clients meet several criteria.
👉 Learn about our typical clients here
STEP TWO: INTRO CALL
We start every client relationship with a no obligation 30 minute introductory call. No strings attached - simply an opportunity for you to see if Birch Investments is the best fit for your needs.
👉 Learn about our intro call here
STEP THREE: DISCOVERY MEETING
We'll work together to gather your financial information and map out both your short- and long-term goals.
👉 Learn about our discovery meeting here
STEP FOUR: SOLUTIONS
Using your goals and values as a guide, we will work with you to create a set of personalized recommendations based on your unique financial situation.