Do Your Friends and Family Need a Sounding Board?

We often get asked, “How can I tell my friends and family about you?”

It’s easy and we’re happy to help!

You can encourage them to reach out to us for a no-strings-attached conversation. We’re here to provide guidance and put them on a helpful path, whether they become clients or not.

You want the best for your loved ones, especially when it comes to their financial future. At Aristata Financial, we’re dedicated to being a reliable sounding board for your kids, friends, and colleagues, providing them with the guidance they need to feel confident and prepared.

We understand that everyone’s financial situation is unique, and our extensive experience helps us navigate a wide range of situations. Many of our referrals are people in their 50s who are thinking about retirement and want to start planning. Often, they leave our meetings feeling better than they expected about their situation, leading them to refer others to share that positive experience.

Would you like to give your loved ones that same sense of confidence?

Even if someone isn’t a perfect fit to become a client, we’re always willing to have a conversation, provide them guidance, and put them on a helpful path. Plus, we have access to other professionals like CPAs and attorneys for comprehensive advice.

Referring someone to us is simple. They can call us directly to set up a conversation about their needs. If they’re hesitant to make the first call, you can provide their information through our website, and we’ll reach out to them.

Let’s work together to help them feel confident and prepared for their financial future.