Let's Get To Know Each Other.  

 

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What to Expect on

the 15-Minute

Initial Phone Call 

At WayMaker Financial, we are excited to show families a way to make their financial dreams a reality!

The basis of your success is a desire to learn and do some things differently than you are doing right now.  So you have to be motivated to change some things.

Before we start working together, we want to make sure:

  • you know about us and the role we could play in your financial journey

  • we get to know you too.

The Initial Call with a Financial Guide is to determine if there is mutual interest in taking the next step to a FREE 1-hour Client Consultation Appointment (which can be on over the internet on zoom or in person). 

Click the Picture of James and Brianna to see their before and after and to see a client plan example.

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