A no-obligation conversation to see if we’re a good fit to work together
A discovery discussion to outline goals, planning priorities or current challenges along with financial specifics.
Review plan & recommendations; current status along with opportunities to improve towards retirement, tax mitigation, investment allocation and more.
Answer any questions on planning and investment recommendations. Make decision on whether or not to move forward as a client.
Take action: set investment allocation, action tax, insurance and estate planning items, establish budget/spending guidelines, update workplace benefit selections etc...
Set calendar for three recurring annual meetings; New Year Planning, Mid-Year Check In, Fall/End of Year Planning
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