1. Discovery Meeting
This meeting is an opportunity for you to meet us and allow you to decide if we are the right people to work with you. At the meeting, we will take the time to understand where you are today, what you want the rest of your life to look like and what concerns you have financially. We will explain how we will work with you and how we charge for helping you. We will provide you with a Confidential Financial Questionnaire so we can fully understand your current position.