9012 North Kelley Avenue
This meeting is as simple as it sounds. We get to know you and you get toknow us, if you decide to move forward, we gather some basic data from you.
The presentation meeting is about digging into your financial life and showingyou what you have done well and areas you can improve on.
We encourage questions! This meeting gives us chance to answer them and makeany corrections to the original financial plan.
Regular meetings are vital to the financial planning process. We meet as often asyou want but no less than twice a year.