Broker Check

Your First Meeting

This meeting is an opportunity for you to get to know us and for us to get to know you.

In this meeting we will be covering:


  • Our Uncommon Approach
  • Our Planning Process
  • Your Dreams and Goals
  • What Brings you In?
  • Your Expectations
  • What Keeps You Up at Night
  • Privacy and Confidentiality


We are looking for a long-term relationship, so together we'll decide what the next steps are. 



With the busy lifestyles of today, we can optionally combine the first and second meetings. Let's discuss if this is ideal for you.