Broker Check


What to expect from your first meeting

Our first meeting is intended to provide us an opportunity to get acquainted and answer two questions - whether we can help you and, more importantly, whether or not you want our help.

During this no cost, no obligation meeting we will ask you to share your financial goals and dreams with us and any obstacles you see standing in the way of pursuing them. Helping our clients define and prioritize their goals then mapping out a plan for making the most of their financial future is our primary focus.

You will also have an opportunity to ask questions about our background, any financial documents you bring with you and the services we provide. If at any point you feel we are not a good fit, no is an acceptable answer. We only want to help clients who are comfortable in our services and our mission. 

Should you decide to take the next step, we will be with you every step of the way.