Getting Started

#1: Touch Base – An Introduction

To inquire further about the services, send an email or call Trish with your questions.  In your message, please include your contact information, whether this is an inquiry, or request to schedule an appointment for an Initial Consultation to address your specific situation.

You will receive a call or return email with 24 hours. There is no fee for this preliminary introduction. This conversation will help us decide if Howe Financial Advisory, LLC services will meet your needs.

#2: Schedule an appointment

If you decide to schedule an appointment, you will be given a brief input questionnaire prior to your first appointment. This will help us make the best use of our meeting time.

#3: Visit the office

Click here for office location and directions, or request to arrange a convenient alternative meeting location.