Working with an advisor should be simple.

This is a short call for us to get to know each other. We will go over all your questions and wishes for the future.

In this meeting, I’ll share how I work with clients and what you can expect as a client. We will also decide if we are a good fit.

After our meeting, I’ll send you an email summary of our call outlining all the details. I’ll also ask you to simply think it over.