• First Meeting is complimentary.
  • The meeting takes 30-45 minutes.
  • A casual conversation about the areas of your finances that concern you the most.
  • We share how the financial planning process works and how it may be able to help you achieve your goals.
  • For your first meeting, feel free to bring in any financial information you would like to share; however, it is not required.
  • We’ll discuss what to expect from us moving forward.