Our process begins with a brief telephone call so we can get an idea of what you would like to accomplish. We then proceed to a "Discovery Meeting," which is a more in-depth discussion to explore together whether Timberchase Financial is the right firm for you. After this meeting, if we both feel we can add substantial value to your situation, we will provide you with a proposal. If not, we will help you find options that will better serve your needs. To explore a working relationship with us, please call Bryan Hancock at 205-980-7118 or Katie Lenz at 541-508-4806, or send us a message using the form below.
Not sure? Please allow us to provide you a second opinion about where you are now. We will perform a quick analysis on your current plan, and give you feedback on your returns, risk, taxes, and investment costs, and we won’t charge you for it.
Still not sure? Please know that we never approach people first. And if you contact us, we will not bother you unnecessarily. You will always be in control. Really.