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JEFF BROWN

Welcome to my scheduling page. Select from below and follow the prompts. Please
indicate any specifics you want to cover during our meeting.
First Phone Call

An introductory phone call for a conversation about your objectives -- to help
us determine if we’re a good fit and how we might work together.
Pre-Client Follow-Up

This is our time to ask each other questions that arose from our first call.
We'll develop the core of our working plan for achieving your retirement
objectives and…
Client Confidential Investor Planner Review

We have our own proprietary and secure software tool for working with clients.
The Confidential Investor Planner is a shared place for you and I to keep our
focus a…
Client Investment Purchase, Sale or Exchange Review

A conversation centered on the details of specific investment transactions: the
purchase or sale of investment real estate and/or real estate notes as well as
1031 …
Client Quarterly Progress Review

To keep on track we should speak at least every 90 days to evaluate, assess and
make changes as necessary to your Purposeful Plan.


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