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What should I expect from an initial consultation?

Posted in on Mar 24, 2020

You can expect our meeting to be informal yet focused.  We will spend much of the “getting to know you” and you getting to know us, and all that our firm has to offer. During our meeting, we will seek to understand your unique goals and objectives by asking questions that cause you to think about “money” in ways you may have never thought before. Of course, we will also briefly review details pertaining to your assets (what you own), liabilities (what you owe) and your insurance (what protects you and your family from risks).