What happens at the first meeting?

The first meeting is primarily a conversation. We want to understand what prompted you to contact us, what questions or concerns you have, and what you're hoping to accomplish.

It also gives both of us an opportunity to determine whether working together makes sense. There is no charge for the initial meeting.

You do not need to have everything figured out before contacting us.

Part of our job is helping you organize the different pieces of your financial life and identify which questions deserve attention first. For an initial meeting, it is more important that we understand what prompted you to reach out and what you would like help with.

If we decide to work together, we’ll let you know what information and documents we need from there.