Consultation Meeting
There is no fee for your initial consultation meeting for any of the services that we provide. This gives you an opportunity to get to know us and to see if our services will be helpful in meeting your goals and objectives now and for the future. To help us prepare for the first visit, below is the Personal Planning Questionnaire that we ask you to complete prior to the first meeting. Click the link below to start the process. We look forward to having the opportunity to work with you.