What Our Initial Meeting Looks Like



As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.

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