Justin Pullaro
I wear many hats, but they all align around using resources to strengthen relationships. I am a Certified Financial Planner professional, husband, father to four crazy boys, and content creator for families to communicate better around money, values, and legacy.
Get to Know You
A quick video meeting where we learn about you and your situation, share with you ways we might be able to help and evaluate if we are a good match to potentially work together.
New Client Meeting
A detailed video meeting where we will identify goals, gather data, and ask open-ended questions. We reserve an hour, and may need an additional meeting to ensure we are on the same page.
Client Meeting
A detailed video meeting where we will need to collaborate on your plan or goals.
In-person Client Meeting
An in-person meeting in Tampa where we will need to collaborate on your plan or goals.
Moving Worth Forward
A quick video meeting where we learn a little but about you and how our focus on legacy and communicating values can help you.
Core Benefits Meeting
A quick Zoom meeting to discuss how your retirement plan is working for you and your people
Core Planning 60 Min Meeting
A quick Zoom meeting