Getting Started with a Financial Plan
People come in feeling overwhelmed:
What to Expect
Four things we often hear from new clients are:
And leave feeling happy:
To this we say, “Come on in!” People are put at ease almost immediately when they come in to meet us for the first time. By the end of the meeting, they feel relieved they have found someone who listens to what is important to them, and they come away with options for getting started on their personal plan.
The key is to get started and not put it off any longer.