Meeting Process

The first step to connect with Syverson Strege is to call 515-225-6000 or use the contact form below to schedule a meeting with one of our planners.

You will go through a two-step meeting process free of charge and with complete confidentiality. The process focuses on YOU as part of our team!

Opportunity Meeting

1) Free consultation one hour in length
2) Information gathered about your financial situation
3) Interactive conversation to listen, ask questions, and learn what is most important to you

Proposal Meeting

1) Scheduled 1-2 weeks after the Opportunity Meeting
2) Custom overview of your opportunities and potential outcomes
3) Tailored presentation of plan deliverables and fee schedule
4) Opportunity to become a client

Contact Syverson Strege today to get started.