Our initial consultation is a complimentary meeting where we sit down to begin discussing your financial plans. We often ask new clients “What made you decide you should see a financial planner?” as this is the perfect way for us to begin to understand your needs, goals, and what you value most. This is just the beginning of our relationship. From there we build an action plan, which might include further meetings to create a financial plan, a simple rollover, or enrollment in our PursePowerTM program.