In our initial meeting, one or two of our advisors will sit down with you. Our first priority is to get to know your story, as well as your goals and needs. Every financial situation is different so each plan needs to be unique. That's why it is important for us to get to know you first before trying to give you advice. We also hope you will receive answers to your questions as we share our approach, services, and fees to see if we are a good fit for each other.