First Meeting

Service Description

This first meeting is to get to know each other; your unique situation, your goals and familiarize you with our services and approach to wealth management. How we do that is up to you. Whether online, over the phone or in person, we're open to meet your preference. Our agenda for the meeting is in your hands if you'd like, or we can follow the rhythm that suits our fancy that day. If there's a match, we can discuss next steps or part ways with a better understanding of each other.

Contact Details