Already a Client
Review meeting - In-Office
Schedule this meeting if you would like to meet our office. If there is anything you want to discuss, our doors are always open to you. Feel free to get on our calendars anytime.
Review Meeting - Virtual (Phone & Computer)
Schedule this meeting if you prefer to meet virtually over the phone & computer.
Schedule a 15-minute phone call to discuss anything on your mind.
You are welcome to bring your tax documents to our office at your convenience. Schedule this meeting if you would prefer to do so by appointment.
Not (yet) a Client
Fit Meeting - Investment
This complimentary opportunity is for you if you are not yet a client. Your financial future is important and you deserve a firm that is the right fit for you. We realize we are the right firm for some people & not others - this "Fit Meeting" is your first step to discovering how we may be able to enhance what you've already been able to accomplish. You will not be asked to disclose any confidential information if you are not comfortable. We look forward to meeting you.
Factfinder - In-office
Schedule this meeting if you would like to get all the information you need to determine how we may be able to enhance what you've already been able to accomplish.
Analysis & Consultation
1 hour 30 minutes
This Analysis & Consultation meeting should be scheduled after the Fact-Finder meeting. At this meeting, we'll present the results of your Analysis to help you understand the road you're on today.
1 hour 30 minutes
If after your Analysis meeting you decide you want to learn how we may be able to serve you, this Recommendation meeting will give you all the information you'll need to determine if we're the right fit for you. This meeting should follow the Analysis meeting.
At this meeting, we will gather the information necessary to have your tax return prepared by a CPA
Legal Consultation (no obligation)
Meet with Peggy Suddendorf to review the current legal documents you have in place or to discuss what legal documents you may want to consider completing at this no-obligation opportunity.
Funeral Pre-Planning Consultation
You are the greatest gift to your loved ones. They WANT to know about your dreams, your wishes, and your desires. Planning for the end of your life means sharing your life story. You're helping your family participate in the celebration of your life without worry or guilt about whether they're doing the right thing (COST: $50/individual, $75/couple)
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