Schedule a Meeting

We offer three types of introductory meetings:


Option #1:  Schedule a free 1-hour in-person meeting.

The Introductory Meeting is a one-hour complimentary meeting that is an opportunity for us to get to know each other.  In the first meeting we will present the framework of our Financial Review and our definition of comprehensive financial planning. It is our belief that this is the best way any prospective client can see how we can help them achieve or remain in financial independence.  The reality is that all financial advisors are NOT alike. Learn More

Call (916) 772-3103 to schedule

Option #2:  Schedule a free 15 minute phone meeting.

The Phone Meeting gives prospective clients an opportunity to ask questions and gain a better understanding of who we are and how we work.  We’ll explain the difference between hiring us for a Financial Review vs. retainer options (Financial Planning or Wealth Management).  And, we’ll describe what our Fee-Only comprehensive financial planning includes. Learn More

Call (916) 772-3103 to schedule

Option #3:  Schedule a Financial Review.

Do you want to make sure you’re on the right track, or do you have a few questions that you want answered?  Then the Financial Review is perfect for you. The Financial Review is a two-hour appointment with Lynch Financial Advisors covering up to three topics, as time permits. Topics are determined based on your most pressing needs. The fee for this service is $500.  Learn More

Call (916) 772-3103 to schedule

Not sure which to choose? Have questions?

Give us a call at (916) 772-3103, or send your questions through the form below.

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