Financial Planning Introductory Meeting

This 90-minute meeting is a relaxed, no-pressure conversation where we'll get to know each other. I'll ask questions about your financial goals, you can ask any questions you have, and together we'll see if working together is a good fit. This introductory meeting is complimentary. If we're a good fit, the next step is building your financial plan — a required part of working with us, with a $2,000 planning fee. This includes quarterly reviews for your first year. If you choose to continue