30 Minute Intro Meeting

A 30-minute phone call to discuss your needs and how we can assist you with your financial goals. We’ll take a look at current strengths, opportunities, and challenges. We get a sense of what you’re looking for and your past experience. We discuss how you’ve achieved your wealth, what keeps you up at night and what you don't like about your current situation. We'll provide a clear understanding of our services, fees, answer questions and review next steps.