Getting Started

Clients come to us to develop, manage, and execute a customized wealth strategy for them because they are busy, smart people and know that they do not have all the answers for their wealth management needs. We start the process by:

• Telephone Appointment

  Initiating a telephone appointment with you, listening to your wealth management interests, describing our services, and answering any preliminary questions about these services.

• Initial Data Collection Inquiry and Informational Package

  Forwarding our introductory package of materials to you, including our proprietary initial data collection package and a risk tolerance questionnaire.

• Scheduling The Right Fit™ Meeting

  Setting up a meeting to determine whether or not you will be a good fit with the particular strategies and methods of The Darrow Company's financial advisors.

• The Right Fit™ Meeting and Engagement of Services

  Executing our financial planning engagement agreement when you are ready to engage us and we have agreed that a Right Fit™ between us has been established, completing the data collection information package, and requesting additional information as needed.

Let's Get Started Today. Contact Us to discuss your wealth management services needs and arrange for The Right Fit™ Meeting to see if our solution fits your needs.