Getting Started
The Initial Consultation:
To begin, it is best to meet and have an open ended discussion. It is helpful for us to learn as much as we can about your preferences and expectations, as well as past disappointments and challenges. It is helpful to have a basic understanding of your income and tax picture, your assets and liabilities as well as your investments and insurance. Once we have a good understanding of where you are today and where you’d like to be in the future, we can quickly determine the type of work we can do for you and the benefits we can provide. This is also a good time for you to get to know us, so that you can be sure that we are a good fit for you as well.
The initial consultation is typically a 1 hour period of time, at no cost to you.
To set up an initial consultation, please contact our client services team at 204-956-0519 or contact us online. When setting up your consultation, it is helpful if you are able to provide:
- Your name, phone number and e-mail address, so that we may contact you in the event of a scheduling change.
- Your stage in life and your primary questions or concerns.