30 minutes. No charge, no pitch, no obligation.
What the first virtual conversation is
It is a conversation, not a sales meeting. I want to hear the problem in your own words.
You do not need to bring documents. You do not need to have your situation organized first. Bringing a mess is normal and it is frequently the reason people call.
By the end I will tell you whether I think I can help. If I do not think so, I will say that in the meeting rather than three months into a relationship.
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Prefer to call or write
Phone:704.807.3958
Telewealth meetings: I work virtually with clients across the United States.
Not ready to talk yet
Read the twelve questions first. They are the ones I think you should ask any advisor before you hire one, mine included, and my answers are in there.
Get the twelve questions