Getting Started: Free Initial Consultation Our greatest desire is to have a continued working relationship with our clients. We are aware that many people are hesitant to engage the services of a financial planner/advisor merely on the recommendation of another person. We also understand that no one wants to be charged for the first visit only to find out whether they may or may not need our assistance. Further, we have no desire to begin an agreement with a potential client unless a good working relationship can exist between both parties and our services can be beneficial to you. For these reasons we offer the initial consultation without obligation and at no charge. This gives both of us an opportunity to establish rapport and address any concerns or questions you may have.
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