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FAQs for an Introductory Call
Who should I schedule the meeting with?
Choose the advisor you were referred to or review each advisor’s profile to see who is the best fit for you.
How long will this meeting take?
The meeting will take 30 minutes or less.
What should I bring to the meeting?
You do not need to prepare anything for this meeting.
What will we discuss in this meeting?
This initial meeting is designed to get to know each other. It’s your opportunity to share with what’s on you mind and us to ask some basic questions to determine I we might be able to help you. If at the end of this call, we decide it is in both of our best interests to engage in the partnership discovery process and develop a list of items to make that meeting great.
Can I work with you if I’m not local to you?
Yes, each advisor works with clients in their local market. However, we are all equipped and already work with families throughout the world.
Contact
Headquarters:
608.400.4072
2921 Landmark Place, Suite 215-#332
Madison, WI 53713-4247
Branch Office:
651.615.2370
2355 Hwy 36 W Bonestroo, Suite 400
Roseville, MN 55113
Calculated Wealth
2921 Landmark Place, Suite 215-#332,
Madison, WI 53713