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Section |
Description |
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1 |
Getting Started |
This section provides a website overview and table of contents. |
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2 |
Real Stories |
Practical applications of how financial planning and investment management have benefited people. Stories from the Contour Financial archive are included with names and details altered to respect the privacy of our clients. |
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3 |
Your Goal |
The setting your goal is the objective of this tab. |
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4 |
Find Assistance |
Things to look for when prospecting for firms are noted in this tab. |
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5 |
About Our Firm |
The information on our firm is included in this section. Please feel free to contact us with any questions you may have. |
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6 |
Planning Visits |
Points to consider when planning an initial visit to the various firms on your list. |
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7 |
Visit Our Firm |
Preparations and expectations for your first meeting with us. |
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8 |
Finish Process |
The complete route to becoming an established client. |
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9 |
Current Clients |
Services for established clients include a calendar of events, account lookup, articles, web links, and a feedback form which lets us know how we are doing. |
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401(k) Plan Sponsors |
This is a separate part of the website for business owners who wish to either start or are considering transferring a 401(k) plan to Contour Financial. |
