Discovery meeting
Ready to talk? Pick a time.
If you have read, listened, or taken the Picture Check and want to talk with a person, this is the place to start. Choose a time that works for you, and meet with Rc by phone or on Zoom.
We are in Westerville, Ohio, and we work with families everywhere, by phone or web meeting.
What to expect
A phone call or a web meeting with Rc
You choose a time that suits you. The meeting can be a phone call, or a web meeting on Zoom if you would rather see each other.
Your questions come first
Tell us where you are in the retirement picture and what is on your mind. There is nothing to prepare.
Then we talk about fit
A discovery meeting is a conversation, not personalized investment advice. It is a chance to see whether working together makes sense for you.
Not ready for a call yet? You can take the Retirement Picture Check first, or send us a message.