How can we make our first meeting productive?
Our first meeting is centered on identifying those concerns, goals, or issues which prompted you to contact us. Are you thinking about retirement, educating your children, a career change, or another life-cycle event? Each scenario presents choices and solutions that can be multi-faceted. The goal for the first meeting is to get to know you; when we understand you and where you would like to go, we can better determine whether we would be a good fit to help you get there.