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Schedule a Confidential Consultation
Interested in learning more? Schedule a 20-minute call so we can learn more about you and answer any questions you may have
What to expect from our first meeting
First and foremost, this time is mainly for you to ask questions about our firm, as well as for us to learn about you and your current situation.
We also want to give you a good sense for your experience as a client, so we’ll cover:
- Our philosophy on financial planning and investment management
- Our background and qualifications
- The planning process and the tools we use to work together
Before our call please feel free to review what we do and get a sense for the full client experience.