What Can You Expect?

Rorik wants you to be confident, making the best decisions for your future and family.  Money can be very intimate topic for some.  The process of working with a financial advisor is much like dating.  There is an initial period that both you and the advisor need to get to know each other.  Folks are right to be cautious with whom they choose to divulge their financial lives.  Therefore, Rorik schedules meetings by appointment only to safeguard time and privacy with clients.

Get Started in 4 Easy Steps

 

1.  Submit  a request to Rorik for an introductory phone call.

Schedule an Introductory Call

 

2.  Share a 15 minute phone call so you and Rorik become acquainted and see if there is a mutual fit.

3.  Schedule  a free Get Acquainted Meeting so Rorik can learn more about your needs. He will review your finances and taxes.

4.  See how Essential Financial Strategies can help you in a follow-up meeting.

 

Start getting the answers you need today!

 

 

 


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