Once your meeting has been scheduled, we ask that you sign up for your own Personal Financial Website. This website is complimentary of Darrow Wealth Group and allows us to tailor our initial discussion to better fit your financial needs and goals.

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As we get to know one another during our first meeting, you will understand our process and realistic expectations when working with us. Also during this time, your experienced advisor will asses your current financial standings and goals to start developing the foundation and recommendations for your situation.

Once all your goals and challenges have been identified, your advisor will present you with your financial plan that includes achievable action steps tailored to reach your goals. Once the plan is in place, you will continue to meet with your advisor to check in and make necessary adjustments. Your life goals are ever-changing, and it is crucial for you to have someone whom you trust and who knows your situation best with you every step of the way.