What You Can Expect From Your First Appointment

Our objective for this first 30-45 minute meeting is to informally discuss your personal needs, preferences and goals as well as your current financial situation. During our meeting, I will help you determine financially where you are now, where you would like to be, and the best way to get you there. At the end of our meeting, we'll both determine whether there is a basis for working together in the future.

You can meet with me in complete comfort because, as a professional courtesy, all information is kept strictly confidential, and I will not personally contact you afterwards -- unless you specifically request me to do so.

What I Expect From You Before The First Appointment

While I'm confident that you will find our meeting to be an informative and interesting experience, much of the benefit you derive will depend on how well you come prepared for it. Therefore, in order to make best use of the time we spend together, we require that:

• Both spouses (if applicable), or all decision makers, attend this initial meeting.
• You complete and bring our brief Financial Summary form with you.