top of page

Initial Consultation - In-Person Meeting

  • 45 min
  • Post Street

Service Description

Our initial consultation is your invitation to explore a comprehensive, holistic approach to financial planning. We understand that financial decisions affect your whole life, not just your finances. Here's what you can expect: Introductions & Overview We'll start with a friendly introduction to share more about our services, qualifications, and holistic approach. We invite you to share your story, aspirations, and challenges so we can align our guidance with your entire life journey. Discovery & Needs Assessment We'll ask thoughtful questions to uncover your full financial landscape, including income, expenses, assets, debts, and future plans. We'll also explore how your lifestyle, values, and personal goals shape your financial vision. Initial Insights & Recommendations Based on what you share, we'll provide high-level insights and preliminary strategies that consider the interplay between your financial goals and broader life objectives. Service Explanation We'll explain how our services address your goals, whether it's comprehensive financial planning, investment management, or retirement planning. Our approach integrates your finances with the key aspects of your life. Process Overview We'll guide you through our collaborative process, detailing fees, timelines, and the steps needed to get started. Questions & Next Steps You'll have the opportunity to ask questions and receive clarity. We'll summarize key takeaways and suggest the next steps, such as scheduling a follow-up meeting or providing additional information. Book your initial consultation today, and let's create a financial plan that honors your holistic life goals!

Contact Details

  • 177 Post Street, Suite 800


bottom of page