Wealth Management clients start with an in-person or virtual Intro Coffee Meeting. Click here to book when you’re ready.
We’ll ask some questions and we hope you will, too. Our goal is to get to know you and make sure we can help. If we can, we’ll move to the next step. If we can’t, we’ll do our best to get you in touch with someone who can.
The Intro Coffee Meeting has no cost (other than your time). It generally lasts 20-30 minutes, but each meeting will vary in length and content based on your situation.
We won’t pressure you to move to the next step or to become a client. That will be up to you and your family. It’s our job to walk you through your options, much like we would if/when we’re working together.
There is no prescription until we have a diagnosis. Every family comes to us with different needs and desires for their future, so we’ll need to customize how we work together. In general, we have a framework for moving forward with our clients, but ultimately each strategy session will depend on your unique situation.
