INITIAL MEETING

I schedule an initial meeting with all prospective new clients. The meeting

is without charge or obligation. The purpose of the meeting is to provide clients with the information they need to make intelligent choices about

their planning without the pressure of being charged for the time. All planning is client specific. There is no "one size" fits all plan.


Generally the initial meeting takes about an hour but it is not limited by

time. In advance of the meeting clients are asked to complete and bring

with them a client questionnaire. It is mailed (regular or e-mail) at

the time the initial meeting is scheduled. 


If you would like to see the client questionnaire

Click Here