You have so much
to share with us...
and we're ready to listen.
Let's begin your journey.
Our First Meeting
In our first meeting together, know that we are interested in meeting YOU... not your bank statement.
There is no need to bring any financial information with you to this meeting. This is your opportunity to tell us about you - what you value most in life, what your money history is, and what you want for your future.
We want to hear your story and understand your expectations, so we can define what would make a great long-term financial planning relationship.
If you have questions, please bring them to share. We will also be asking you questions about your financial life so we can frame-up a clearer picture of you and your goals.
We will also give you a preview of what it would be like to work with us.
That’s a lot to talk about in a first meeting.
And remember, you don’t need to share your financial information until you are comfortable and ready to move forward.
First Meeting Overview
- Typically lasts one hour.
- There is no fee for this meeting.
- There is no need to bring your financial information, just you.
- Contact us and we’ll put you on the calendar.
At the end of our session, you can decide whether to move forward.
We’ve had clients say "yes" a few minutes in and we’ve had some wait a few years to hire us. It’s all good.
We’ll be ready when you are.
SCHEDULE A DISCOVERY MEETING