You do not need to prepare anything for this meeting.
This is a one-on-one call where I’ll share my background, ask questions to learn more about you, and we will decide together if it makes sense to have another meeting.
Think of this meeting as an opportunity for us to get to know one another and whether we would be a good fit to work together.
Do you have questions about what it’s like to work with a financial planner or a pressing issue you’d like to discuss? We’d love to hear from you. Email us using the form below, give us a call at 208-996-0375, or schedule a call or meeting using the calendly options above, we’d love to hear from you!