INTERESTED IN BECOMING A CLIENT?

Great! Here’s how to get the ball rolling on exploring working together.

Please follow these 2 Simple Steps:

  1. Read our Who We Are statement. As a starting point in our process of exploring the possibility of working together, we like to share with our prospective clients our “Who We Are” statement which will help orient you on our approach and core values as a firm. Please take a few moments to look this over!

2. Complete our Getting To Know You Questionnaire. This is a brief series of questions that will help us begin to understand and know you better, so that we can explore if we are a great fit for each other!

Once you complete these steps, we will review your Questionnaire responses and let you know if we feel we would be a good fit!

Thank you! We look forward to hearing from you soon!

CONTACT US

(704) 208-1708  (Main & Fax)

417 E. BLACK Street, Suite 4

Rock Hill SC 29730

admin@shortfinancial.com