How do I get started?

We start with an initial meeting (either in person or phone/video conference depending on geographic location) to discuss your goals and concerns.  We will outline what you want to accomplish, things that have worked well in the past or areas that need attention.  We will then decide on the type of service that best meets your needs.  Please see our services overview for more detailed information.  We do not have any geographical limitations at Pebble Valley Wealth Management.  We currently have clients all over the United States and have tools to handle virtual meetings making your experience seamless regardless of location.