How to Become a Client

At Barnett Financial Partners, Inc., we strive to provide our clients with a mutually beneficial, long-term relationship that places a premium on our teams' services in meeting the clients' needs and helping to simplify their lives.

Our philosophy is that taking the time to evaluate our working relationship will ultimately lead to a better understanding of the client's goals and objectives. In order to ensure we are a good fit for potential clients, and vice-versa, we use the following engagement process:

Step 1: Call us at 319-524-5946 or toll free at 888-595-5946 and let us know that you would like to inquire about becoming a client of ours.

Step 2: Heather or Ryan will call you to briefly discuss your situation. We will then send you an introduction kit that provides information about our practice and our services.

Step 3: Approximately 4-5 days later, one of our team members will call to schedule an introductory meeting with Heather or Ryan.

Step 4: During this meeting, everyone will have the opportunity to determine whether or not we believe there is a good fit between what we do and what you are seeking.

Step 5: If we are all in agreement that we'd like to work together, we will proceed along that path. Should either of us determine there is not a fit, we will do our best to direct you to a resource that is better equipped to handle your needs.

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