The Financial Planning Process
Initial Consultation
The initial consultation is an opportunity to exchange information about
your goals and objectives, and to further discuss our services, to determine
if they may be appropriate for you.
This initial consultation lasts typically for forty five minutes to one
hour.
There is no charge for, nor any obligation as a result of, this initial
consultation.
If you, the client, and your Financial Planner agree that working together
will be a mutually beneficial engagement, we will proceed through the
financial planning process.