A fit call. No obligation.
Fifteen minutes to find out if what we do matches what you need. If it does, we’ll schedule the Full Picture, a free hour on your whole situation. If it doesn’t, we’ll tell you, and point you to someone better suited.
What happens on the call. You tell me what’s going on with your company and your stock. I tell you whether it’s something we handle, and what I’d want to look at first.
Nothing to prepare. If you know roughly what you hold and when it vests, that’s plenty.
Mateo DellovoFounded BFA Wealth Management in 2015
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No cost, no obligation. A straight answer either way. If we’re a fit, the work ordinarily starts with the $5,000 Plan.
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The Checkup is a conversation about fit. Advice starts if we decide to work together.
Look me up at adviserinfo.sec.gov, CRD 6335730. BFA is state-registered in California, Florida and Massachusetts.