Expect a friendly conversation!
We want to know about what you would like to accomplish by working with a qualified financial advisor.
After some dialogue, we can decide if it makes sense to set up a complimentary discovery meeting.
In the discovery meeting you will receive a complimentary SWOT (Strengths, Weaknesses, Opportunities, & Threats) analysis as well as some useful tools in addressing commonly overlooked planning areas.
The SWOT analysis will give you a good indication of how we could help if you decide to continue the planning process.