Introductory Meeting
This is a 15-30 minute conversation where we simply get to know each other. We want to learn about you and your family, what are you goals and financial priorities and most importantly, what you are looking for in an advisor.
We take this time to tell one another our stories and we can get to the bottom as to why you believe now is the time for us to help you with your financial planning. By the end of this conversation, we should both have a good understanding as to whether we make a good fit in working with one another.