Retirement or General Financial Planning
This option is for individuals and couples who are not navigating a divorce.
If you’re thinking about retirement, managing your wealth more intentionally, or simply want a clearer understanding of your financial picture, this complimentary 30-minute meeting is a good place to start.
What to Expect
This is a relaxed, no-pressure conversation designed to help you understand where you are and what questions are on your mind. We’ll talk through your goals, concerns, and priorities, and determine whether working together may be helpful. There is no preparation required and no obligation to move forward.
Who This Meeting is For
- Individuals or couples planning for retirement
- Those seeking general financial planning or wealth guidance
- Anyone looking for a fresh, fiduciary-based perspective on their finances
A First Step – and Nothing More
This meeting is not a sales call and there is no commitment required. It’s simply an opportunity to connect, ask us questions, and decide what next steps (if any) make sense for you.
