Skip to content

Young Wealth Management

How To Get Started

Get Started! (530) 231-5152

How to get started:

  1. Schedule your no-charge 30 minute introductory phone call. We will start with a discussion of your financial situation and what you want to accomplish. Book your appointment here.
  2. Before our phone call, please fill out a short Initial Financial Profile form. It will help us to have a more productive discussion. Click here to fill out the form.
  3. After you have booked your appointment, you will receive a confirmation email.
  4. We will contact you at the appointment time that you have chosen.