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When calling for the first appointment, background information including name, spouse name, address, e-mail address, and phone number will be requested. It is our policy not to release this information to third parties.
At the visit you will have time to clarify any questions you might have from reading through our information. The initial one-hour appointment is offered at no charge provided:
- You have read through our website completely.
- It is conducted at our office during regular business hours Monday through Friday.
- The Introductory Form (to be discussed in the next tab) is filled out by you and emailed to us before the meeting.
- The meeting is kept to general financial planning topics. Specific investment recommendations will not be given.
- As this meeting is simply to determine if there is sufficient common ground to move ahead to a future relationship, we ask that no additional paperwork be brought to the meeting.
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