Organization and Check-In Meeting
Albritton Financial Services > Our Philosophy and Process > Organization and Check-In Meeting
Connect with an Advisor

Please provide your name and email and we will have a member of our team contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Organization & Check-In Meeting

    This conversation is designed to help organize all the paperwork and electronic communication you may have received since our Mutual Commitment Meeting. Typically, it’s 45 days after our Mutual Commitment so you have a clearer picture of your finances and greater financial confidence.