What is the Free Consultation?
Your free consultation is simply an opportunity for us to get to know each other. It helps us to understand your unique situation and financial goals.
It allows you to determine we might be a good fit to work together.
If, after the consultation, you’d like to learn more, you’ll have the opportunity to schedule a free Vision Proposal (Click here to learn more about the Vision Proposal).
What should I Not Expect?
All meetings can be done at our office, via online meetings, or over the phone.