Taking the Next Step

Bucholtz Consulting makes it easy for prospective clients to make the best decision about their next financial advisor. Our process is designed to equip, enlighten, and educate so you can locate and identify the right financial advisor for you.

Female hands with pen writing in a notebook


Our Process

  1. First, you will need to complete the First Meeting Organizer and return the information to Bucholtz Consulting. This form takes 5 to 10 minutes to complete, gathers basic financial information, and makes certain our meeting is focused on what is important to you.
  2. Once we receive your First Meeting Organizer, our Client Relations Manager will contact you to set up your first appointment. Your first meeting will be with Dave Bucholtz, CERTIFIED FINANCIAL PLANNER™ practitioner.
  3. The first meeting takes place at our offices in Willoughby Hills. The first meeting is complimentary and designed to help uncover your goals, answer your questions, and provide an opportunity for you to learn more about Bucholtz Consulting and the services we provide.
  4. The only decision to be made at the first meeting is whether to hold a second meeting. If you choose to move forward, we will mail you a proposal including areas of focus, number of meetings needed, and the cost of our services. At that point, you can choose to move forward, make adjustments to the proposal, or choose to wait.

Our process is purposely deliberate. Since Bucholtz Consulting forms long-term relationships with clients and their families, we strive to make certain there is a good fit between the services our clients need and the services we provide before moving forward.

Click here to complete the First Meeting Organizer.