Step 1: Advisor Matching Call with Elisabeth. During this call, Elisabeth will ask you a few questions to help determine the next steps based on your urgency and preferences. Elisabeth will schedule your initial complimentary Compatibility Consultation with Gina or Lisa. 

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Step 2: Compatibility Consultation with Lisa or Gina. The purpose of this meeting is to determine if we are a good fit for each other. We look for the potential for strong, collaborative relationships with our clients. We welcome all of your questions and will give you an overview of how we will work together in the years to come. We will ask you questions to learn more and understand what you want and need.

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Step 3: The Onboarding and Empowerment Kick-off begins your journey with MAKERS Wealth Management. We are here to support you as you navigate significant financial decisions and empower you to take control of your financial future. We will gather the necessary information to open your accounts and get started on realizing your goals.

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Let's set up a time for an Advisor Matching Call with Elisabeth. During this phone call, Elisabeth will ask you a few questions to help determine the next steps based on your urgency and preferences. Elisabeth will schedule your Compatibility Consultation with Gina or Lisa. (210) 864-4899