What can I expect from my first meeting?

The first meeting allows us to get to know one another and really see if we will be a good fit for each other. There’s no pressure and no cost. As we talk, we’ll go through your questionnaire with you, ask further questions, and see how our team can help. We ask that for the initial meeting, you bring any sorts of financial statements and documents to help us be prepared and better understand your financial picture. Once our meeting is completed, and we decide we’re a good fit, then we will begin constructing a proposal.

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