Beyond helping educate and inform you about our firm, the purpose of the first meeting is to learn about you, where you are, how you got here, and discover where you are trying to go. Your past experiences with money yield more than commas on your bank statements as we look to answer how you will know when you have enough.
 

What does money represent to you? Your answer will significantly benefit our dialogue regarding your money. The purpose of questions like these is to define what lifestyle you enjoy now and what future lifestyle you desire.
 

Together, we’ll complete a confidential financial data-gathering form to learn more about your current financial position. And yes, we’ll ask you about your income and approach the other side of that question – How much does your paycheck cost you?
 

We’ll also discuss how our service works to help see where you are heading financially and, most importantly, whether you’re on course. Before moving forward, you’ll learn how we operate and the costs of working with us.

Finally, we’ll explain our two guarantees: (1) no decisions are made in the first meeting as we don’t want you to feel any pressure to work with our team, and (2) if down the road you do not feel you are receiving value for the fees you’re paying us, we’ll provide you with a refund and part ways as friends.