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3 Steps to Working Together

Rest assured. Everything we discuss will be strictly confidential.


STEP 1: 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.

👉 Learn about our intro call here


STEP 2: DISCOVERY

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 3: 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