Thanks, we love working with you!
Remember:
If we’ve helped you,
I bet we could could help someone you know.
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Here’s how to refer someone to Wealth Mode.
First,
Make sure you talk to them and get their permission for us to send them a message.
Next,
Submit their information using the form below.
Submit a Referral
What Will My Referral Receive if I Submit Their Information?
We will send them a simple greeting and invite them to schedule a Free Intro Call.
If they don’t respond, then we will send them a couple follow-up emails to provide information about how we work: what a fee-only financial planner is, what our fiduciary status means, and how my services work.
This gives them the chance to learn at a pace they’re comfortable with.
After a couple follow-ups, they won’t be sent any more messages.