Resources
Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What financial services does J R Putman provide?
We offer comprehensive financial services tailored to help individuals and businesses manage their money effectively. Our team can discuss your specific needs during a consultation to determine the best solutions for your situation.
How does your pricing work?
We believe in transparent pricing that reflects the value we deliver. We're happy to walk you through our fee structure and options during your first conversation so there are no surprises.
How quickly can I get started working with you?
We typically have availability to meet with new clients within a few business days. Once you reach out, we'll find a time that works for your schedule and get you set up promptly.
What should I expect during my first meeting?
Your initial consultation is a chance for us to learn about your goals and for you to get to know our approach. We'll ask questions, listen carefully, and explain how we can help without any pressure to commit.
Do you work with clients outside of Rancho Cordova?
While we're based in Rancho Cordova, CA, we're happy to discuss whether we can serve your needs. Reach out through our site and we'll let you know what's possible for your location.
How do I schedule a consultation?
Just contact us through this website with your preferred time and a brief note about what you'd like to discuss. We'll respond during normal business hours and confirm a time that works for you.