Detailed Meeting with an Advisor

Let’s face it, “personal finance” is just as much about the “personal” as it is the “finance”. Everyone has personal circumstances, goals, and comfort levels, that make each individual unique. Likewise, every financial advisor has their own style, process and beliefs that also make them unique. Before offering any service, and before charging any fees, we want to spend an hour with you so we can get to know each other, learn about your needs, and see if we may be a fit. If we feel like we can help with your finances, we will go over in detail what services we can provide and the process we will follow.

We aim for our meetings to be educational, provide value, and offer real solutions. Of course, we realize that we are not a perfect fit for everyone. However, if our services are not for you, our goal for the introductory meeting remains to help you and to provide beneficial use of your time. We will still do our best to answer your financial questions, give you direction, and point you towards alternative options.