GET STARTED

1
Contact us.

If you're looking for a financial partner, Mosaic offers a no-obligation, confidential consultation so you can decide if we're right for you. To help us understand in more detail how Mosaic can help, please provide us with your contact details so that we can get in touch. A Mosaic financial advisor will contact you for an initial phone call.

2
Preliminary phone call.

First, we need to learn about your needs to determine how we can be of help to you.  Not to worry: if we are not the the right fit, we will get you pointed in the right direction. Based on our call, you will be invited in for a complementary meeting with an advisor best suited to speak to your specific needs. 

3
Meet with us.

Since our initial visit will be used by both of us to learn about each other and no substantial financial advice will be offered, there is no charge for this first meeting (which should last about 90 minutes). To facilitate our conversation and make our time together as productive as possible, please take a few moments to complete this questionnaire.