What To Expect

FINANCIAL PLANNING

• We offer a complimentary first meeting for those interested in ongoing financial planning.
• 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.

SPECIFIC FINANCIAL ISSUES

If you are seeking one-time guidance or help with a specific financial situation, the rate is $100/hour (one hour minimum).