In this meeting, we will discuss recent changes to financials and talk about current struggles and successes. We will also review your portfolio if assets are managed.

Are we a good fit? Answering that question is the primary goal of this phone call. During this phone call, you will learn more about Evermont Wealth's services and we will discuss how we could help achieve your goals.

This is an in-office meeting where we will use our office whiteboard and lay out your financial details in front of you (bring statements and financial documents to this meeting if possible). We will also give you a presentation on our services, who we are and pricing.