We have found most people benefit from navigating the referral process in one of two ways:
Providing us with the persons' names and contact information, and we will reach out to connect and let them know you referred them. Please hit "Submit" below once you have filled in the necessary fields.
Copying and pasting the sample language below (listed under "Option 2") into an email and sending it with us CC'd.
We only have three criteria when it comes to working with us: that the individuals are nice, that they are people we can share a mutual trust with, and that they are a good fit with us financially. We do not have a strict account minimum but rather take people's whole financial pictures into consideration to ensure we can provide value that is worth our fee for the prospective client.
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