Your initial meeting with us is an opportunity to discuss your financial goals and concerns.  There is no fee or obligation associated with his consultation.  The objective of the introductory call or meeting is for you to become comfortable with our Wealth Managers, for us to get to know you, and to see if we are a good fit to work together. We focus on how we can help answer your questions by getting to know you. In order to be in a better position to make recommendations or give guidance that best suit your objectives, we will then ask for additional details about your current financial situation and resources. Everything is held in the strictest confidence. Once we have had a chance to gather complete information on your current situation and goals, we can complete our analysis and will schedule a second meeting where we will go over everything and answer any questions you may have.