Phone Call
Schedule a brief phone call to review your questions and determine if scheduling a more in-depth consultation makes sense.
Consultation
This is a complimentary meeting (in person or via Zoom) to discuss your needs in greater detail. We provide the information you need to make an informed decision about working together.
Engagement
We'll begin the work to address your most important objectives and lay the foundation for a long-term relationship based on trusted advice.
Why Tempus Wealth Planning?
Fiduciary
As a Registered Investment Adviser (RIA) firm, we are required to put your interests ahead of our own.
Fee-Only
We don't accept commissions or other payments for the sale of financial products.
CFP® Professional
The CERTIFIED FINANCIAL PLANNER™ certification requires rigorous education, examination, experience, and ethical requirements (the "Four E's").