Interested in potentially working with us? 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 we work with clients and whatever questions you have for us
You do not need to bring any statements or financial details to this first meeting. We are more interested in getting to know YOU first, not your money!