Initial Consultation

Service Description

Congratulations on taking the first step to financial freedom! In this discussion, we will discuss the following items, and anything else you'd like to discuss: 1. Your reasons for seeking a new wealth management relationship; 2. Specific financial situations requiring assistance; 3. General financial goals (we will discuss this in more detail if you choose to work with us); 4. We provide you with an overview of how we work with clients. Thank you for the opportunity to serve your wealth management needs with the integrity and professionalism you expect and deserve.