Our first meeting is always complimentary. We will explain our qualifications and fee structure, and describe our financial planning program and process in detail.
The purpose of this initial meeting is to determine how we, as financial planners, may be of service to you. It is also your opportunity to “interview” us and to ask questions about the financial planning process and our potential working relationship. You are under no obligation to hire us to fulfill your financial planning and investment needs.
We will also provide you with a copy of our Form ADV. This document explains who we are and how we operate.