There is no minimum amount of money that you need to become a client with us.
You don’t need to have 100k ready to invest and you don’t need to have thousands for an upfront fee.
And that’s because we’re in the business of helping people build wealth, regardless of where they start.
We’ll help you put a plan together to tackle your debt. We’ll help you build a system for handling your cash flow and automating your savings. We’ll help you set up the right accounts and get started with investing.
We really don’t care where you’re starting from because we’re in this for the long haul. We want to forge deep and lasting relationships with the clients we work with. We want to help you imagine a better future, build a plan to get there, and then coach you through all the twists and turns along the way.
Where you’re starting from doesn’t matter to us because we believe in the work we do, we trust our process, and we’re committed to helping you build a better financial future.
At Tallkirk Financial Group, we play the long game. And when you zoom out and look at the next twenty or thirty years, where you’re at today becomes less and less important. Because we know that if we work well together and build a trusting relationship over the next couple decades, there is very little we can’t achieve.