We make it easy.
The Discovery Meeting is simply a relaxed, unassuming conversation which typically lasts 30-60 minutes, free of charge.
This time affords us the opportunity to begin to learn your story and for you to get to know us. Often times we provide some quick suggestions to improve your financial life (yes, some free advice). By the end of this first meeting we will know whether or not there is a good fit, if and how we might help you, and the fees to do so.