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Introductory Call with Brian Berkenhoff, CFA

Thanks For Scheduling A Call. Here's What To Expect.


What Will We Talk About?

This 15 minute call will give us both a chance to make sure your needs matches our expertise.

During this time we will discuss:

  • Your background. What does your family look like? Are you working or retired?
  • What prompted you to reach out now?
  • What are you looking for?
  • What do your current finances look like?
  • Answer any questions you have about Birch Investments

Most investors aren't sure what questions to ask potential financial advisors. The CFA® Institute has put together a list of questions you should ask an advisor you are considering hiring. Click here to view the list.

What Comes Next?

Hopefully we will find that we're a great fit! If we are, we'll schedule an in-person meeting to begin a more in depth discussion of your goals and resources. We will seek to understand your unique situation and demonstrate how our services can fit your needs.

If we aren't a great match for you, we'll be happy to answer any pressing questions you have free of charge during our allotted time. When we're done we will be happy to send you resources on other options available to you outside of our firm.

That's it. Talk soon!

Brian Berkenhoff, CFA