Our initial consultation will typically take 1 hour and will be used to get to know each other in more detail. We'll ask you some questions to understand your situation and any concerns. You'll probably ask some questions to make sure we're the right kind of firm to work with. As we ask each other questions, typically two things can happen. You might find our answers don't fit what you're looking for or you may find there is a potential fit and we'll discuss next steps as part of this discussion.
We know we cannot work with everyone and don't expect to. There will be no pressure to move forward and we hope you feel comfortable saying "No" to us if there is not a fit. If there are no areas of concerns and we cannot help you, we'll tell you the same.
We believe that educated investors are confident investors. You don't have to know everything, but we have found that ignorance is not bliss when it comes to your financial future.