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Interested In Working Together?

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


intro call

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


discovery meeting


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


financial planning solutions


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.

👉 Learn about working with us here


Click Here to Schedule Your Intro Call