Here’s a brief overview of what you can expect when you work with us:
First, we really want to know what prompted you to reach out. Are you approaching retirement and concerned about your investments, a business owner frustrated about taxes, a soon-to-be new parent, or someone looking to get a handle on your debt? Often it’s more than a single thing, but this helps us understand what you want to accomplish and the best way for us to help. We really want to clarify your concerns and define what success in each of those areas would look like to you.
Second, we want to talk about
Third, we discuss
We never put time limits on our meeting so you are always welcome and encouraged to ask as many questions as you like. Open communication is the key. If you have a concern you need help with please don’t hesitate to contact us and walk through the steps yourself.