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C.J. Rylant Wealth Management Stop Worrying About Money and Start Enjoying Life |
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Initial Consultation Call our office to schedule your free, no-obligation, consultation. You can expect this meeting to take up to an hour and a half. The initial meeting with your Personal Financial Planner has two purposes; 1. To identify whether there is a good fit between you and our firm and 2. To get a better understanding of your needs and explore if our services are the solution. Depending on the complexity of your unique situation, we often meet a second time to provide us time to figure the best strategy for you and accurately estimate your fee. If your situation is relatively simple we often suggest a Personal Financial Review and schedule it then.
If you are convinced you would like the Personal Financial Review, you may skip the initial consultation. You may call our office and schedule your appointment. The fee $699 is due when you schedule and may be paid by credit card.
What Happens Next? After you schedule your initial consultation or Personal Financial Review, you will receive a Personal Profile questionnaire that you must complete and return at least one week before your appointment. When you come in for your appointment, bring your last two years’ tax returns and your latest brokerage and retirement account statements. You may download that form here if you want to begin filling it out now.
If you are ready, call our office at 805-722-2942. |
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Getting Started |
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Disclaimer: Chuck Rylant, doing business as C.J. Rylant Wealth Management, is registered with the State of California as a Registered Investment Advisor. C.J. Rylant Wealth Management is a fee-only planning firm that provides comprehensive financial planning. This World Wide Web site does not provide investment, legal, accounting, situation specific advice, nor does it constitute an offer to provide such advice to any individual or entity in any state or other jurisdiction. |
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Comprehensive fee-only financial planning in Santa Maria, California |
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