What to Expect at Our First Meeting
What to Expect at Our First Meeting
Our first meeting will typically last about 90 minutes. You will have the opportunity to ask any questions you like and view a sample of our work. There is no cost or obligation for the initial meeting so you will never feel pressure to commit to working with us until you are ready to do so.
To keep our meeting as productive as possible we will also complete a detailed questionnaire to better understand your current situation and help you identify your future goals.
At the end of the first meeting you can decide whether or not to have us begin creating your Life Goals Financial Plan.