Just Get Started.
Ready to take control of your finances and realize your future? Call or email to schedule a free consultation at Donna Chaney’s Glendale, California, office. Consultations typically take an hour. Donna will listen to you share your financial situation and what you hope to achieve by working with her. She’ll then share how she will tailor her services to meet your needs. And quote you a fee. If you mutually decide to work together, she’ll send you home with a data request and copies of her agreements. Once you return a completed data request, signed agreement and check, you’ll schedule your first meeting two weeks out.
Start here. Start now. Just get started planning for the life you want — today and tomorrow.