Your initial meeting is an opportunity to discuss your financial goals and concerns. There is no fee or obligation associated with this consultation. We will review your current financial situation, asking questions to get a better understanding of where you are in life and where you’d like to be. While discussing private information can be uncomfortable for some, this in-depth conversation is critical in aiding development of your financial plan. So that we can assess where your finances are, we will ask that you provide financial documents such as bank statements, investment statements, insurance policies, and tax documents. All information you share with us is completely confidential.