Introductory Consultation (Phone Call)
A brief, introductory conversation to discuss your current financial situation, answer any immediate questions, and explore if our firm is the right fit to support you.
Introductory Consultation (Virtual via Teams)
A brief, introductory video conversation to discuss your current financial situation, answer any immediate questions, and explore if our firm is the right fit to support you.
Introductory Consultation (In-Office Visit)
A brief, introductory office visit to discuss your current financial situation, answer any immediate questions, and explore if our firm is the right fit to support you. Important Arrival Note: Our office is located on the second floor and is accessible only by stairs (there is no elevator). Please park in the front parking lot by Concho Ave. If stairs present a challenge for you, we are more than happy to switch this to a phone call or virtual meeting! We can also discuss the possibility of an