Get Started with BECKETT COLLECTIVE
pretty. simple. really!
It starts with a 15-minute chat
Let's get to know each other better, so we can serve you better.Send us a text or give us a call (443) 254-8980.
Call to see if we are a fit.
- Are we simpatico?
- Share a bit about you and a bit about us.
- Assess if our expertise can help you.
Meet to get acquainted.
- Talk about your concerns, goals, and desires to better understand your needs and objectives.
- Discuss broad steps.
- We help you get organized and gather information we need to help you.
- Our digital design makes it easy. We send you questionnaires and links to upload documents. Securely.
- Then it’s time to dig in, apply our expertise and come up with options and recommendations to design your financial future.