Initial Consultation

Working together

Let us begin this adventure!  We will first discuss your financial history, natural strengths, and passions.  I will listen to your concerns and feelings, getting to know you.  Here, we will touch upon your preferences and the tolerance your organization has for risk, taxation, accessibility to capital, and industry focus.  We will also consider any other circumstances you now face.

Our approach

We will then introduce the approach used at WBC Risk Management.

Confidential questionnaire

A two page questionnaire is provided so that you may clearly, but concisely, inform us as to your organization’s financial details. This and an online communication questionnaire will allow us to understand how we may help you best.

Ready to start along the path to freedom and control? Connect below!

We will get in touch with you as soon as possible!
Begin Journey – 931-526-4234