Initial Meeting

Some firms may believe in charging for an initial meeting before ever developing the relationship. However, we believe it is important for us to demonstrate our commitment to a solid client relationship before clients commit to us. The purpose of this meeting is to help us, client and advisor, come to a decision whether we would be the right fit to advise you and if you believe our service would deliver value.

We encourage you to bring along any retirement plan or investment account statements as well as other items you may feel are valuable, such as pension or social security projections.