Start A Dialogue

Start A Dialogue

Start a Dialogue​

Schedule a 90 minute
in-person appointment:
Click to Schedule an Appointment
Schedule a 30 minute
phone call:
Click to Schedule an Appointment

 

 

 

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.

By phone

Please call our office at 763-432-7875 to schedule a complimentary 30-minute phone call with Echo Huang

By email

Please submit this form to our firm to schedule a complimentary 30-minute phone call with Echo Huang

 

Echo Huang, CPA, CFP®, CFA

Founder & President

763-432-7875

Tyler Lodahl

Associate Wealth Manager

763-432-7875

Office Address

3033 Campus Drive, Suite W120
Plymouth, Minnesota
55441 United States

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved