SCHEDULE YOUR FREE CONSULTATION
TAKE THE FIRST STEP TO MAXIMIZING YOUR EQUITY COMPENSATION, EMPLOYER BENEFITS AND ACCELERATING YOUR FINANCIAL PROGRESS.
- 15-MINUTE COMPLIMENTARY DISCOVERY CALL
- FIND OUT IF WE CAN HELP
- NO OBLIGATION
WHAT TO EXPECT WITH YOUR FREE CONSULTATION
15-minute call to talk about your goals, needs and concerns. If it makes sense to continue evaluating working together, we'll schedule an Introductory Meeting and request a few documents from you.
We'll take what we learned in our Discovery call and dive deeper into your financial situation, our process and how we can help. You'll leave this meeting with a good sense of the Cordant team, how we work with our clients and if we're a good fit to work together.
THINK ABOUT IT
At this point, you'll have enough information to make a confident decision about working together (or not). If we decide to proceed, we'll move on to our "Getting Started" process where the fun begins!