What questions do you have about retirement, investing, and putting together the pieces of your financial puzzle? Maybe you have been thinking about hiring a financial planner, but you just aren’t sure of whether it makes sense in your situation. 

Our Strategy Session is designed to quickly identify the most pressing matters in your financial life, analyze any opportunities you are missing out on, and decide if it makes sense to schedule a more formal in-person or virtual meeting to dig deeper into the possibility of working together.