COMPLIMENTARY CONSULTATION

WHAT TO EXPECT IN THE FIRST MEETING

We want to make sure there is a good fit for our services and your needs. In this get to know you meeting we will generally spend about an hour getting to know each other and exploring potential planning opportunities. 

There is no cost or obligation for the initial consultation. We will review the specific issues or concerns which first brought you to us. After reviewing your situation, we will suggest potential areas of opportunity and the services we offer, their respective cost and instructions on how to proceed. If your needs would be better served by another professional (e.g. attorney, CPA, insurance agent), we will offer to provide referrals. Even if you do not require our services, our goal is for you to receive some insight and direction during the consultation.

FINANCIAL QUESTIONNAIRE

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PROFESSIONAL AFFILIATIONS