Test Before You Invest
Be Confident In Who You Hire As A Financial Advisor!
Costello Financial Planning understands how intimate discussing finances can be, which is why we want to ensure we’re a good fit for you. Our partners are all financial fiduciaries and operate from a fee-based approach to financial advising, meaning we work for you without any commissions or financial incentives from choosing certain investments over others — you are the only party that pays us!
Let’s get to know each other!
Test Before You Invest - Our 3-Step Process:
- 30-Minute To One-Hour Introductory Call
- Send Financial Information- High-Level Thoughts
- Commitment
Test Before You Invest
Complimentary Service From Costello Financial Planning
1. Introductory Phone Call
Talk to a real person who will be working with you. You will be able to ask us questions and we will learn more about what got you here today
If you want to continue the conversation, we will schedule another meeting where you share your financial information and we will help analyze it and give you some quick wins. We call this our Test Before You Invest Meeting
2. Test Before You Invest
Just as you’re investing time in hiring a financial advisor, we want to help you with some quick wins and invest some additional time to see if we are a good fit. We want to give you a general idea of how we advise and demonstrate our expertise.
3. Working with Costello Financial Planning
When you are ready to formally work with Costello Financial Planning, we will go over the next steps and paperwork.
Schedule On Rob’s our Paul’s Calendar
Schedule On Rob’s Or Paul’s Calendar
Do you have additional questions you’d like to ask us?
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