Thanks for scheduling your free financial plan consultation with Nick Matlock

What to Expect

Nick will start the call by discussing Cretero Capital – Why we started, Who’s involved, How we work with creators & Our fees.

If you see value in it and would like to take advantage of the free financial plan, you and Nick will then discuss your situation and gather any necessary information for the plan.

After that, you’ll schedule a meeting where Nick will go over the results of the plan and his recommendations. You can then decide if you would like to hire Cratero Capital or simply walk away with your free financial plan.

How to Make the most of it

  • Don’t be anxious — We are not your typical wealth management firm. We bring the expertise but we leave the egos and suits. The conversation will be laid back and there will be ZERO pressure.
  • Ask Questions — No question is dumb and we are an open book.
  • Provide as much information as you can — A plan is only as good as the information provided. The more information you provide, the more valuable the free plan will be.

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