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Contact Us

Contact Us

Taking the first steps on your financial journey can often lead to many questions. We want you to feel comfortable and we encourage you to ask us any questions that might be crossing your mind.

Click HERE to learn about our initial process

How can we help you?

Our Initial Process Timeline

ONE

Schedule a Call

Click the Schedule a Call button and let us know how to contact you

TWO

Talk With A Team Member

You will receive a call from a member of our team to get to know you and what you are looking for.

THREE

Schedule an initial meeting

We will schedule an initial meeting with an advisor. This meeting can be over the phone, zoom, or in person.

FOUR

Initial Meeting

Have an initial, no-cost, meeting with one of our advisors. During this meeting, the advisor will spend time learning more about you, your financial situation, and your goals. You will also learn about Kotys Wealth Professionals and our process, investment philosophy, and discuss fees.

FIVE

Data Gather & Planning

We will work with you to gather all the necessary materials to develop a comprehensive financial plan tailored to your situation.

SIX

Implementation

We will discuss the strategy we developed for you and provide you steps on how we will take action to help guide you to your financial goals.

SEVEN

Monitor

We will meet regularly to track any changes that may happen in your life while monitoring your progress towards your goals and make adjustments if needed.