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.