Before we meet in person, we will typically schedule an introductory phone call to answer any general questions you have and explain our process in more detail.
Before we begin working together, we want to see if we would be a good fit for one another. During the Goals meeting, we will meet to discuss more about your goals and together decide if it makes sense to continue with next steps. This will be a laid back meeting and you don't need to prepare any specific information. This can be a virtual meeting if preferred.
After this meeting, if we decide to work together, you will sign a financial planning agreement to start the process.