Our 30 minute get acquainted call is where we ask you some basic questions about what you are currently doing and what your objectives are. In addition, this is a great opportunity for you to get to know us and find out how we work with similar clients.
This complimentary meeting is a time to accomplish two objectives. First, is to deeply understand your current financial situation. Second, is to truly define your financial future. As you can imagine, this may not be easy. We have a unique process that allows you to easily explore your future.
After the initial set up, we move forward with implementing our recommendations at a pace that makes sense for you.