How To Get Started
There are two ways to get started with Harvest Asset Group. If you are shopping for an advisor and meeting with a few to get a sense for the best fit, we recommend getting started with a brief “get acquainted” meeting. These meetings are designed to give you a chance to meet us and better understand how we help clients. Get acquainted meetings are complimentary and generally run about 30 minutes. We can meet in our office or by phone. Alternatively, if you would like to have us lend some perspective on your situation and how we would approach an engagement, we recommend an initial planning meeting. These meetings typically run 1.5 hours. For initial planning meetings we require that you help us gather information about your circumstances in advance. We charge a flat $200 fee for the session. We will send you the necessary forms once your meeting is confirmed.