New Client
First Meeting
During our first meeting we take time to understand your financial and investment goals, as well as, diving into your financial habits. By providing your current financial statements, we can compare your goals and help create a plan to get there.Existing Client Only
Follow Up
Our follow up meetings are for more comprehensive topics regarding your financial plan.Quick Call
This meeting is perfect for existing clients that want to discuss a specific financial topic or to touch base.Annual Review
During our annual review we take time to update financial information and adjust goals, as needed.