Getting Started

“Go confidently in the direction of your dreams! Live the life you’ve imagined.”

Henry David Thoreau

getting started

At Wealth By Design, we take a personal interest in your financial well-being, and we want to get to know you.  Your first step is to take a look at the different ways we can work with you here on the website.  Next, call Molly  to set up a discovery meeting.  Molly will gather some basic information and send you a bit of reflective “homework” to prepare for this meeting.  The discovery meeting is a time to get to know each other.  Talking about finances can be a bit uncomfortable.  It is our job to put you at ease in a safe, comfortable setting.  This first meeting will guide Danielle in determining how she can best assist you.  Danielle has been working with clients for over twenty years and she brings experience and expertise to the table for you.  What this means to you is that you will feel confident that you have an advocate and educator to walk alongside you in your financial decision making process.

Call Molly at (970)927-3909 and we will assist you in unfolding and implementing your vision of the “rich life”.