Personal Financial Services: Step 1

 Establish Client-Planner Relationship

We consider our initial meeting a "getting to know each other" session.  While we will get to know your financial goals, preferences, past experiences, and current situation, you will have the opportunity to understand our values, beliefs, and the manner in which we approach financial planning.  Together, we will be able to decide if building a relationship would make sense. If the relationship is to be pursued, we will begin the process of gathering more detailed information.

Financial Planning Process