Initial Consult - Free Consultation (20 minutes)
The initial consultation is a very casual ‘get to know you’ meeting. It is an opportunity to learn more about you, share our story, and see if there’s an alignment between your needs and our services. Also, please use this time to ask a million questions, especially if you just need a bit of help and we can point you to the right direction.
Annual Review/ General Meeting - For existing clients (1 hour)
Looking to schedule your annual review, or has something changed recently and you wish to discuss the matter. These meetings are perfect for reviewing your current position and ensuring you are on target to meet your goals. Or to make adjustments as things have changed in your life.
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