The free introductory consultation is an opportunity to get to know each other. It is generally a 15-30 minute meeting, via phone call or in-person. The number one goal of this meeting is to determine if it is worthwhile to discuss further the possibility of a client-adviser relationship.
VCM values relationships. We understand that working with us may not be right for you or it simply might not be the right time in your life and that’s okay. We still want to have the introductory consultation and get to know you. Our hope is that when the timing is right to work with an adviser, you’ll think of us.
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