Introductory Meeting

The Financial Review is free.

Would you like to meet us before you do a Financial Review? That is good with us, 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. You are welcome to ask any question that will help you decide if the Financial Review is right for you.

Financial Review

The Financial Review is $500.

Looking to see if we may be a good fit? Our Financial Review is a great way to “test” us out before you become a client. The Financial Review is a two-hour appointment with Lynch Financial Advisors covering up to three topics. Topics are determined based on your most pressing needs. While we always deliver more than $500 in value in this meeting, our goal is for you to see how well we can answer your questions AND come up with new questions that you hadn’t thought about. Want to learn more on the process?

Lynch Financial Advisors

1700 Eureka Road, Suite 155, Roseville, CA  95661

Phone 916-772-3103

Fax: (916) 772-3104