How We Work
We meet you where you’re at – and help you move forward
Medlin Wealth stands ready to get you started from any point in your journey. Our mission is to give you peace of mind that you are taking all possible steps to plan for a strong financial position.
1. Initial Meeting
We cover the cost while we learn about each other.
2. Clear fees for service
We won’t surprise you, thanks to a transparent fee structure.
3. Advice that makes sense
We’ll turn financial jargon into plain English.