Broker Check

Free Introductory Meeting

Your first meeting with our firm is complimentary.

Our introductory conversation with no cost or obligation to you, gives you the opportunity to meet us in-person and discuss briefly how we can help people. We want to address your concerns and questions, and how our financial planning process works. Based on this discussion we will each determine on how to proceed.

Our compensation.

We are compensated for our work with clients through fees and/or commissions. We will discuss your options for how our compensation would work for your particular situation during this first meeting.

What to bring.

Bringing your financial information to our first discussion is optional. It saves you from the hassle of dropping them off or mailing them. If you can't find all the information on the list, just bring what you have.

Follow the links below for a list of documents to bring for your meeting.

Documents needed

Balance Sheet

Spending Plan