What can I expect during our first meeting?
Our first meeting is all about getting to know one another. Please bring your financial questions but don’t feel the need to bring any documents unless you’d prefer to. While we’re happy to answer your questions, it’s not uncommon for prospective clients to do most of the talking during this first meeting. This is because we’ll want to learn more about you and what you hope to accomplish financially. A typical first meeting lasts one and a half to two hours.