There is no cost nor obligation for our first consultation. We will use this opportunity to get to know each other and determine if it would be a good fit to work together. I can answer any questions you may have and explain how I work. The client-advisor relationship is built first on the building blocks of trust, honesty, transparency, and mutual respect. Only once we lay these blocks can we start talking about fees and in-depth financial plans or wealth management.
You can watch a short (1 min) video about what a first meeting would be like HERE.