The way we approach financial advising is an open book! You are welcome to ask us questions about our process and how we’ve helped clients in the past.
We’ll also ask some questions about you, your current financial and life situation, and your goals for retirement. Think of this as getting to know a friend over a cup of coffee—we’re with you for the long run, so let’s get to know each other!
As our conversation wraps up, we’ll thoroughly explain next steps and what it’s like to work with us. If it sounds like a good plan to you, we will schedule another meeting!