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Initial Meeting Information

In your initial consultation, we will have the chance to get to know each other better and begin discussing your goals for your finances. See steps 1 and 2 of the financial planning process.

Haven't scheduled your initial consultation? You can schedule it below, there is no charge!


Please keep in mind, the list is only a suggestion—you may have more or less items to discuss than what is shown. And of course, only bring what you feel comfortable discussing.