What can I expect from our first meeting?

Your first meeting is complimentary and usually takes 30 to 45 minutes.  It will be a casual conversation about the areas of your finances that concern you the most.  The first meeting is our opportunity to decide if we would be a fit for each other.  It gives us the opportunity to learn more about you and what you would like to accomplish.  If you decide to move forward we will discuss what that process will look like.