Short Meeting, Quick Question or Review
Do you have a question or want to know more about how we work?Getting to know you!
We are getting to know each other. Explain our process and fees.Review Meeting
Review Meetings for Existing Clients or those wanting a portfolio review who are interested in working with us.Financial Planning
Financial Planning Meeting, we are reviewing your financial information inside of the plan, updating where needed, and observing how it affects your outcomes. Meetings are up to 2 hours