The first step in any financial plan is an introduction. It’s an opportunity to get to know you and your goals as well as for you to learn about us and how we can work together.
Our first meeting will be relaxed and informational. We’ll review your existing financial situation and past experiences and discuss potential opportunities or gaps. While you won’t receive a comprehensive review or financial plan, you can expect to get a sense of what it would be like to work with us.
What to bring
- Any questions you have
- Any statements or financial information you feel deserves immediate attention
- A willingness to discuss your future dreams and financial goals, giving our team an idea of what is most important to you
If you decide to move forward, we'll provide a comprehensive review of your financial situation with recommendations tailored to you. We are dedicated to a holistic personal approach, and we'll continue to work with you and your family through the expected and unexpected.