15 minutes
This is not a sales meeting. We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will work for your family when they need it to.
We'll meet at my office 7155 Corazon Dr., Dublin, OH 43216.
COVID 19 NOTICE: Per Gov. Dewine's recommendation, our firm will temporarily only have initial meetings over the phone or over teleconference/ video conference online