Make the first step
Schedule Your Introductory Meeting
Schedule your 30-minute Introduction Meeting with John McGowan
A complimentary 30-minute meeting to give you an opportunity to share why you are considering working with a financial advisor, and to give us an opportunity to share how we work with clients similar to you. The objective of this meeting is to conclude if Mandala is a good fit to help you achieve your goals.
Web conferencing details provided upon confirmation.