Meet with

Monolith Financial Group

Taking Care of You Begins with
a Clean Visit

We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:

  • We are spreading out appointments in order to clean before and after every visit.
  • We are following strict cleaning guidelines.
  • If you prefer to stay at home, we are more than happy to conduct a virtual meeting. Just let us know in the message box in the form below.

Get started in 3 easy steps:

1. Discover

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

2. Evaluate

Using the Monolith Financial Group process, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

schedule a meeting

Contact Us

Phone: 916-367-6430

 

Address: 6806 Fallsbrook Court, Suite 1
Granite Bay, CA 95746