First Step
A complimentary Discovery Meeting with Us
Who
- Soon-to-be Retirees
- Retirees and Surviving Spouses
- You have over $500,000 of investable assets and prefer not to manage them yourself.
What
A brief conversation to learn about your life and goals and to share more about how we can help
Why
To discover if we’re a fit to work together
Take the First Step
The purpose of this preliminary, complimentary conversation is to share more about how we work, learn about what you’re looking for, and ultimately decide if we will continue to work together.
