What can I expect during the free introductory meeting?
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we’ll discuss:
- Which financial questions do you have?
- What worries you about your financial future?
- What are your concerns or goals when it comes to investing?
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives. Essentially: what is your current financial situation and where would you like to be in the future?
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together.