Helping you create a path to your goals is our mission. Let’s start talking about where you want to go.
To prepare for our relationship, be ready to discuss the following things with your adviser.
1. Assets
Gamble Jones works with clients who are managing $500,000 or more in total assets — whether in one account or several.
2. Status
We need to know where you are in life so that we can best help you navigate the demands of the here-and-now.
3. Goals
The future is your objective, and creating the path that will get you there is our mission. Let’s start talking about where you’re going.
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Step 1. Call
Schedule your first call with Gamble Jones. Together, we’ll begin the process of understanding your finances and your goals.
Step 2. Design
Your relationship manager will work with you to create the most reliable path to secure your financial future.
Step 3. Live
Gamble Jones stays with you for the long haul, with continuing check-ins and ongoing advice, giving you confidence that you’re on the right path to your dreams.
