Introductory Meetings

We offer free introductory meetings. 
In initial meetings with prospective clients, we learn more about…

  • Your current situation

  • Your goals and objectives

  • Specific issues or questions you may have

We’ll explain how we work with clients and how we can help you to get smart about your money.  

About your intro meeting
Introductory meetings usually take about 40-50 minutes.  If you have financial or investment statements that might help us learn more about your situation, bring them to the meeting.  All information is strictly confidential.

Your next step…
Contact us to schedule your introductory meeting.  We’ll first have a brief phone conversation to discuss whether our services might be a good fit for your situation.  If so, we can set up a meeting time that works for your schedule.