Contact us
Our Service Area
Discover where we bring our services to life! On this page, you'll find two detailed maps highlighting our core service regions.
In-Person Consultations: We're actively engaging with clients throughout the Minneapolis Metro and the Lake Mille Lacs / Brainerd areas on a daily basis. For your convenience, we can arrange meetings in local coffee shops or at your kitchen table.
Nationwide Reach: We offer the flexibility of Zoom meetings, ensuring you receive our dedicated assistance wherever you are.
Our Initial Meeting Approach: We start by listening to learn about your situation. Brian will ask a lot of questions to get a clear picture of where you're at financially, making sure he understands things from your perspective. This helps us see where you are now and where you could grow. After that, we focus on explaining things in a way that's easy to understand (education is always a priority). We want you to feel confident about your financial choices, knowing exactly how they'll help you reach your goals.
Ready to Connect? Let’s schedule a conversation today! Give us a call, send a text, or click 'schedule a consultation' to find a time that works best for you.
