What can I expect from our first meeting?

No slides. No sales pitch.

Consider your complimentary, no-fee first meeting as our “financial first date” (without the awkwardness, we hope). Financial planning is a trust-based, collaborative relationship, and our initial meeting helps determine whether we are a good fit to work together. We will learn more about you, your family, and your financial goals, ask questions, and, most importantly, listen closely to determine what is most important to you. At this point, if you are considering us for a “second date” or even a long-term relationship, we’ll discuss what the process will look like if you decide to move forward working together.

We've found that asking just these simple questions makes a great foundation for our first conversation:

  • What’s happening in your life that has led us to have this exploratory conversation?
  • Can you tell me about you and your family, and what you want more of in life?
  • What questions do you have for me?