Invest In Your Success
This call serves as a chance for us to get to know you and understand your needs. Our primary objective is to assess whether we are a suitable match for you and illustrate how our financial planning and accounting services can be advantageous and tailored to your needs.
Once you’ve talked with our senior planner and decided we’re a good match, you will fill out our Engagement Letter indicating you are ready to move forward. Once the form is filled out, we’ll send you a summary email and introduce you to your team.
This thorough consultation will establish the basis for your customized financial plan and be crucial to the yearly process. You can count on our personalized service, which includes communicating with a team member through email or phone whenever you require assistance or have inquiries.
Trust in a Process
Onboard With Confidence
Discover the Benefits
Dominique Fufidio, DDS Dallas, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.