Success! You’ve booked your fit meeting.
Here’s how you can prepare for your call and make the most of your time with us.
Bookmark our Zoom page. If you’re able, a video meeting will make your time together more productive. We like to use Zoom. To join, please visit rogerwhitney.com/zoom and make sure your audio and webcam are turned on.
Review our Fit Kit to learn a little more about our agile process, the logistics of working together, and the ARM team. Download the Fit Kit here.
Relax! This initial chat is an open conversation to find out what you’re looking for in an advisor and see if it matches with our service. No pressure and no stress!
