Initial complimentary consultation
We recommend getting started by having a get acquainted session that should last about an hour, to discuss your current financial conditions, future goals and your concerns. We will explain our services that will best suit your needs, the scope of financial planning engagement, our process and methods for investments as well as our fees.
The purpose of this meeting is to help you understand our services that would be of the most value to you, and to help you determine if we would be a good fit to form a partnership that will benefit your financial future.
This consultation is not available to those who are only interested in 2 hour working sessions.