Does BorgFP Check your Boxes?

At GatherFP, we’re confident in our style and process, but we know that our approach is not right for everyone. To know whether we’re a good fit for you, complete our simple checklist:

Are we a good fit?

We like to work with fantastic people from all walks of life, but we know certain people get the most out of our services.
If you checked a lot of the boxes above, it sounds like we’re a great fit! Schedule a complimentary Get Acquainted call to learn more.

Now accepting new clients for 2023. Let’s get acquainted!

Not a good fit or can’t wait? We’re still here to help! Click here for our guide to finding trustworthy financial advice.