All prospective clients go through a full financial planning process with Evan T Beach, CFP®, AWMA® – Kelly P. Campbell, CFP®, CMFC®, ChFC®, AIF® or Jake Rawlings, CFP®. This is the best way we know to figure out if the relationship is a good fit. Our goal is to have clients for life. If it’s not a good fit, we will tell you upfront and offer you alternative options for Financial Assistance.