Our initial meeting is an opportunity to get to know each other and share your financial concerns and goals. You are under no obligation, your initial meeting with us will be a relaxed and informal conversation and everything we discuss is confidential.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general financial ideas. While you won’t receive a comprehensive review, you should expect to get an idea of what it might be like to work with us.
To help us make the most of our time together, you'll begin your path to a financial plan by answering some questions in the survey above. You can also set an initial meeting by scheduling a time on our calendar below.
If you have any questions as you go through the process please call or text us at 507-263-4830.
We look forward to talking with you soon.
