Start A Dialogue
Start a Dialogue
Managing your wealth is a very personal subject, one we should discuss in a more personal setting.
It is helpful to begin with a phone call where we can explain our process and learn about your goals for a wealth management relationship. During this call, we can determine a convenient time for you to schedule your Introductory Meeting.
Introductory Meeting – The Introductory Meeting is focused on learning all about your life, so we can fully understand your goals and aspirations. This is where we ask vital questions about values, interests, primary advisors, and overall financial resources. It will be helpful to fill out the Introductory Questionnaire in advance and bring several key documents to this meeting.
We suggest that you click the button below to answer a few short questions to access your risk score that will help us understand your risk profile before meeting with you.
We will email you a written proposal of the services we will provide and quoted financial planning fees for the first year. When you are ready to come on board, you merely contact our office to schedule two planning meetings (1.5 hours each and two weeks apart) with Echo.
Here are a few ways to get in touch with us. We look forward to the beginning of what could be a long and uplifting relationship.
Please call our office at 763-432-7875 to schedule a complimentary 30-minute phone call with Echo Huang
Please submit this form to our firm to schedule a complimentary 30-minute phone call with Echo Huang