Interested in potentially working with me? Let's chat and find out if we both think we'd be a good fit to work together. We'll go over:
1) What it is that you want help with
2) A brief summary of your financial situation and goals
3) How I work with clients and whatever questions you have for me
You do not need to bring any statements or financial details to this first meeting. I am more interested in getting to know YOU first, not your money!