Book Time With Us
A complimentary conversation with a fee-only fiduciary. No forms that go nowhere.
Whether you have a specific question or just want a second set of eyes on your plan, the best place to start is a conversation. Tell us what you would like to talk about, pick a time, and we will take it from there.
What to expect
You pick a time.
You will get a calendar confirmation and a reminder, so nothing slips through the cracks.
We talk.
This is the introductory meeting in our process. We will identify your goals, priorities and preferences, as well as potential obstacles.
We decide together.
Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit. If it is not, we will tell you.
Prefer to call or stop by?
FIRST Financial Group
1100 Logger Court, Suite B 101
Raleigh, NC 27609
Phone: (919) 876-4926
Toll Free: (800) 362-8040
Email: clientservices@ffgplanning.com
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