Working with us starts with an email.
hello@sacredfigcapital.com
We meet virtually.
We talk life and work and kids. And when both of us feel like there is a fit, we talk money.
We continue chatting a few more times and then comes the most important step.
– Molière
And it is taking inventory.
We want to know about your stocks, about your CDs, about your homes and mortgages, about your 401(k)s, your RSUs, your options, insurance policies you own. We want to know it all that you own and owe. We talk about goals, we talk about the life you want to live, we talk inheritances, we talk everything.
