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How to Prepare for Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Thank you for your interest in meeting with TAMMA Capital.
We’re Here to Help Virtually
Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
What to Expect in Our Alignment Meeting
This meeting is all about you. We take the time to listen, understand, and gain perspective on your financial and lifestyle challenges and needs.
After carefully listening to you, we will explain the work that we do within our Family Office, which includes wealth planning, portfolio management, and tax services.
From there, we discuss the TAMMA journey that our client families experience, all within a relaxed environment focused on how we can help you.
You may also call 248-860-2279 or email firstname.lastname@example.org.
We look forward to meeting you.
Paul Fenner is founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) at TAMMA Capital, a family office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. As a father of four children, including a set of triplets, Paul specializes in partnering with families to help them navigate life transitions and plan for the future to help provide peace of mind. Paul has 22 years of experience and earned a bachelor’s degree from Adrian College and an MBA from the University of Findlay. He also holds the Chartered Retirement Plan Specialist (CRPS®) and Chartered Financial Consultant® (ChFC®) designations. To learn more about Paul, connect with him on LinkedIn.