We're excited to talk with you. Gather whatever information you have but don't worry if you don't have everything. We'll help to guide you each step of the way.
Prospective Client
Strategy & Vision Meeting
45 Mins
The first meeting of many - This is an introductory meeting for an ongoing partnership. This is for someone interested in ongoing financial life planning with access to all of the specialists in our network, unlimited meetings, comprehensive annual reviews, asset management, and a detailed financial life plan. You'll have access to state-of-the-art financial planning software and a partner to help guide you through life's financial hurdles. We'll take this time to ensure that we're a good fit for you and that you are a good fit for us.
