3 Steps to Working Together
Rest assured. Everything we discuss will be strictly confidential.
01 - INTRODUCTION
We start every client relationship with a no obligation 15 minute introductory call. No strings attached - simply an opportunity for you to see if Birch Investments is the best fit for your needs.
02 - DISCOVERY
We'll work together to gather your financial information and map out both your short- and long-term goals.
03 - 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.