What to Expect During an Introductory Conversation

Everyone starts with a complimentary 15 minute introductory consultation call. We develop an understanding of your needs, evaluate your current financial situation, and determine if moving forward is a great fit.

In this introductory conversation we will:

  • Answer any questions you have on the financial planning process
  • Assess your current financial situation & briefly discuss potential financial goals that you would like to pursue
  • Work through any financial obstacles that will need to be adjusted prior to moving forward

It starts with one step forward in the right direction.

Let’s get clear on what that step is, together.