Here we're talking a quick, complimentary meeting to see if we're a good match​.

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We'll chat about your situation, goals, and what you're seeking in a financial advisory relationship. 

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Let's see if there's a fit.

 

(30 minutes)

Next let's listen to all of your goals, worries, plans, values--bring them all! I'll also obtain your numbers to get a clear understanding of your Point A, so I can consider possible routes to your Point B.

 

But don't worry, this isn't some stuffy, boring meeting - I'm all about creating a comfortable and enjoyable experience for everyone involved. So, take a deep breath and let's do this! 

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(3 days to 2 weeks later, 60 - 90 minutes)

When we reconvene, we review your full financial picture together:

 

• Net worth

• Income

• Investment allocation

• Tax situation

• Goals & priorities

 

Then we go over recommendations & action items!​

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(3 days to 2 weeks later, 60 - 90 minutes)

I get it, life can be chaotic and it's easy to let important things slip through the cracks.

 

That's why I'm not just going to give you a plan and send you on your way.

 

I intend to follow up with you as needed so that everything gets implemented properly.