Ready for financial success? Whether you are just looking for advice or ready to take the next step toward a strong financial future, St. John & Associates is here to help. Getting started is simple:
Getting a snapshot of your financial situation
First, we learn about you through our discovery process and identify your goals through our detailed questionnaire.
Getting to know each other
Next, we set up a free consultation to get to know each other and decide if we are a mutual fit.
Building a relationship
We then create a proposal, based on our initial information and conversations, and schedule an in-depth meeting to develop an action plan that is both clear and manageable.
Creating a Custom Plan for you
We understand that every client has different needs and will work with you to select a service that works for you. Review our full fee structure HERE.
Get started today!
Ready to get started on your journey to financial freedom? Click below to schedule a time to discuss how St. John & Associates can help you: