We do not charge a fee for our initial consultation, or for ongoing consultations (please refer to information about our fees above). Our initial consultation is a time for you to get to know us, and for us to get to know you. There is no pressure! This is a casual meeting where we meet for approximately one hour to discuss your financial goals and concerns, current investments, and other aspects related to planning. If you feel like we can add value and we believe you are a client we would like to work with long- term, we will set a second appointment. In the interim, we will do a full analysis of your current investment allocations, and put together a plan of action for discussion in the follow-up meeting (which is also complimentary).