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 Can I Expect with the Free Consultation?

  • An Advisor that cares to understand you and your goals

  • Thoughtful Questions

  • Answers and a clear direction
  • Full Transparency
  • 100% Confidential
  • Quality Service


What should I Not Expect?

  • Product pushing

  • Heavy sales pitches
  • Your Content Goes Here
  • Hidden agendas


Do We Need to Meet in Your Office?

All meetings can be done at our office, via online meetings, or over the phone.