Do you feel stressed when you think about money? Are you disorganized and afraid of what your future might look like? Maybe you’re unsure if it makes sense to hire a financial planner, afraid of what it might cost, and you don’t know who you can trust. Maybe you’re already working with a financial adviser, but you’re not confident in their recommendations or their lackluster service leaves you wishing for more. Maybe you’re just looking for an outside perspective to make sure your family is on the right track.
Our Initial Consultation service is designed to help answer these questions and more. We will spend 15 to 30 minutes listening to who you are, what you care about, and where you want to be in life. If it seems like we’re compatible, we’ll schedule a more formal in-person or virtual meeting to dig deeper into the possibility of working together.