Your First Meeting - Your Story, Your Dreams Your first meeting is complimentary and will focus on your current situation and your life goals and dreams. During the conversation, you’ll learn about the ArkWise WealthTMC3Navigator financial planning process to help you gain clarity, confidence, and contentment in your financial affairs. We'll discuss our valuation-driven investment approach, the costs associated with working together, and next steps.
To request a complimentary meeting, please email Amelia.Jones@ampf.com. For more about our team and process, please check out our brochure.