Select a date: 6/14/2023 (Wednesday) at 11:00am Central Time7/12/2023 (Wednesday) at 11:00am Central Time7/26/2023 (Wednesday) at 1:00pm Central TimeI'm not available for any of the above dates. Please contact me.
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Select the statement that best describes you: I have been working for a financial services firm and want to go out on my own and focus on planning rather than production.I am an independent financial services professional with a broker-dealer affiliation and want to switch to a Fee-Only business model.I already have my own SEC or state registered financial planning practice and want to provide accessible services with a sustainable business model.I am a newcomer to the financial planning profession and want to become a financial planner.Other (please specify in comments)
What motivated you to contact us today?* Internet SearchGarrett Advisor (please specify in comments)Non-Garrett Advisor (please specify in comments)NAPFAFPAConsumer Book/Article (please specify in comments)Professional Book/Article (please specify in comments)Professional Conference (please specify in comments)Other Website (please specify in comments)Other (please specify in comments)
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Request Type Press request to all advisorsInterview request for Sheryl GarrettGeneral Inquiry
Response Preference Advisors should respond directly to me.I would like Garrett staff to filter the responses and forward a summary to me.
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